Filed March 3, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $774,946 | $81,276+853.5% | $155,574+398.1% | $80,925+857.6% |
| Participation rate | 94.8% | 66.2%+28.6pp | 78.2%+16.6pp | 67.7%+27.2pp |
| Annual return | 12.99% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $28,915 | $3,103+831.8% | $4,676+518.4% | $2,756+949.1% |
| Participant deferral / active EE | $15,752 | $3,453+356.2% | $5,629+179.8% | $4,299+266.5% |
| Admin fee / account holder | $40,071 | $7,993+401.3% | $15,914+151.8% | $6,940+477.4% |