Filed March 3, 2015
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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 | $774,946 | $81,233+854.0% | $155,567+398.1% | $80,874+858.2% |
| Participation rate | 94.8% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 12.99% | 33.33%-20.3pp | 64.74%-51.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $28,915 | $3,101+832.5% | $4,674+518.6% | $2,756+949.3% |
| Participant deferral / active EE | $15,752 | $3,452+356.3% | $5,628+179.9% | $4,297+266.6% |
| Admin fee / account holder | $40,071 | $7,998+401.0% | $15,916+151.8% | $6,935+477.8% |