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 | $576,116 | $84,236+583.9% | $170,435+238.0% | $70,126+721.5% |
| Participation rate | 98.8% | 70.8%+27.9pp | 83.6%+15.2pp | 69.5%+29.2pp |
| Annual return | 16.31% | 23.06%-6.8pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $27,436 | $3,387+710.0% | $5,432+405.0% | $2,343+1071.2% |
| Participant deferral / active EE | $11,815 | $3,086+282.9% | $4,939+139.2% | $3,332+254.6% |
| Admin fee / account holder | $18,140 | $5,698+218.3% | $13,881+30.7% | $4,645+290.5% |