Filed June 14, 2016 (most recent of 3 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 | $257,908 | $91,179+182.9% | $178,499+44.5% | $79,852+223.0% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 14.12% | 24.19%-10.1pp | 151.10%-137.0pp | 31.72%-17.6pp |
| Employer contribution / active EE | $9,083 | $3,256+179.0% | $5,011+81.3% | $2,471+267.6% |
| Participant deferral / active EE | $6,501 | $3,236+100.9% | $5,202+25.0% | $3,740+73.8% |
| Admin fee / account holder | $2,870 | $6,749-57.5% | $13,986-79.5% | $5,306-45.9% |