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 | $754,419 | $91,198+727.2% | $178,503+322.6% | $79,856+844.7% |
| Participation rate | 96.5% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 13.71% | 24.20%-10.5pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $27,648 | $3,257+749.0% | $5,011+451.7% | $2,471+1018.8% |
| Participant deferral / active EE | $11,982 | $3,237+270.2% | $5,202+130.3% | $3,741+220.3% |
| Admin fee / account holder | $8,924 | $6,748+32.2% | $13,987-36.2% | $5,306+68.2% |