Filed November 3, 2015 (most recent of 2 filings on file)
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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 | $299,809 | $86,288+247.5% | $111,306+169.4% | $85,851+249.2% |
| Participation rate | 83.7% | 73.3%+10.4pp | 77.3%+6.4pp | 69.3%+14.4pp |
| Annual return | 15.44% | 19.99%-4.5pp | 54.67%-39.2pp | 318.63%-303.2pp |
| Employer contribution / active EE | $2,448 | $2,044+19.8% | $2,732-10.4% | $2,565-4.6% |
| Participant deferral / active EE | $6,756 | $3,641+85.6% | $4,488+50.6% | $3,952+70.9% |
| Admin fee / account holder | $8,731 | $8,189+6.6% | $7,966+9.6% | $6,261+39.4% |