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 | $660,766 | $85,171+675.8% | $172,753+282.5% | $72,976+805.5% |
| Participation rate | 98.8% | 70.1%+28.7pp | 82.6%+16.1pp | 69.5%+29.3pp |
| Annual return | 21.50% | 27.32%-5.8pp | 803.00%-781.5pp | 81.02%-59.5pp |
| Employer contribution / active EE | $28,837 | $3,324+767.5% | $5,144+460.6% | $2,440+1081.8% |
| Participant deferral / active EE | $11,375 | $3,260+248.9% | $5,198+118.8% | $3,608+215.3% |
| Admin fee / account holder | $18,292 | $5,880+211.1% | $13,956+31.1% | $5,124+257.0% |