Filed November 10, 2016
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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 | $264,185 | $76,407+245.8% | $150,298+75.8% | $82,448+220.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.65% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,026 | $2,614+92.3% | $4,154+21.0% | $2,551+97.0% |
| Participant deferral / active EE | $6,079 | $3,214+89.1% | $5,453+11.5% | $4,139+46.9% |
| Admin fee / account holder | $24,421 | $6,352+284.5% | $14,116+73.0% | $7,234+237.6% |