Filed March 18, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,331 | $48,274+663.0% | $63,244+482.4% | $59,633+517.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 123.29% | -240.79%+364.1pp | -70.31%+193.6pp | 2041.45%-1918.2pp |
| Employer contribution / active EE | $17,529 | $1,586+1005.0% | $2,322+654.9% | $2,203+695.8% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $18,009 | $3,600+400.3% | $5,893+205.6% | $4,297+319.1% |