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 | $512,917 | $77,638+560.7% | $156,551+227.6% | $62,881+715.7% |
| Participation rate | 98.7% | 71.2%+27.5pp | 84.0%+14.7pp | 69.3%+29.4pp |
| Annual return | 8.98% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $27,661 | $3,444+703.2% | $5,501+402.8% | $2,281+1112.7% |
| Participant deferral / active EE | $13,210 | $3,046+333.8% | $4,871+171.2% | $3,203+312.4% |
| Admin fee / account holder | $9,274 | $5,561+66.8% | $13,028-28.8% | $4,296+115.9% |