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 | $787,359 | $95,415+725.2% | $185,851+323.7% | $85,851+817.1% |
| Participation rate | 96.7% | 68.8%+28.0pp | 81.7%+15.0pp | 69.3%+27.4pp |
| Annual return | 13.53% | 23.59%-10.1pp | 122.11%-108.6pp | 318.63%-305.1pp |
| Employer contribution / active EE | $25,853 | $3,314+680.1% | $5,168+400.2% | $2,565+907.7% |
| Participant deferral / active EE | $12,080 | $3,424+252.8% | $5,569+116.9% | $3,952+205.6% |
| Admin fee / account holder | $56,140 | $7,215+678.1% | $16,245+245.6% | $6,261+796.7% |