Filed September 28, 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 | $365,912 | $42,910+752.7% | $60,919+500.6% | $68,490+434.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.08% | -13.99%+4.9pp | 16.96%-26.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $3,045 | $1,978+53.9% | $2,704+12.6% | $2,597+17.3% |
| Participant deferral / active EE | $4,553 | $2,866+58.9% | $3,814+19.4% | $4,028+13.0% |
| Admin fee / account holder | $22,743 | $3,104+632.6% | $3,228+604.6% | $5,403+320.9% |