Filed April 27, 2017
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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 | $374,218 | $72,071+419.2% | $68,368+447.4% | $137,256+172.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 13.25% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,861 | $2,788+182.0% | $2,649+196.8% | $4,156+89.2% |
| Participant deferral / active EE | $14,004 | $4,410+217.6% | $4,123+239.7% | $6,407+118.6% |
| Admin fee / account holder | $9,103 | $5,336+70.6% | $5,150+76.8% | $12,270-25.8% |