Filed August 22, 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 | $398,939 | $275,752+44.7% | $256,809+55.3% | $198,609+100.9% |
| Participation rate | 94.4% | 89.2%+5.3pp | 88.5%+5.9pp | 82.4%+12.1pp |
| Annual return | 11.17% | 34.81%-23.6pp | 32.73%-21.6pp | 202.70%-191.5pp |
| Employer contribution / active EE | $4,291 | $7,721-44.4% | $7,263-40.9% | $5,055-15.1% |
| Participant deferral / active EE | $9,125 | $10,037-9.1% | $9,520-4.1% | $6,977+30.8% |
| Admin fee / account holder | $20,404 | $25,716-20.7% | $25,146-18.9% | $19,030+7.2% |