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 | $95,416+725.2% | $185,818+323.7% | $85,854+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 | 122.06%-108.5pp | 318.56%-305.0pp |
| Employer contribution / active EE | $25,853 | $3,314+680.2% | $5,168+400.3% | $2,565+907.9% |
| Participant deferral / active EE | $12,080 | $3,424+252.9% | $5,568+117.0% | $3,952+205.7% |
| Admin fee / account holder | $56,140 | $7,213+678.3% | $16,239+245.7% | $6,260+796.8% |