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 | $610,096 | $73,863+726.0% | $143,797+324.3% | $68,490+790.8% |
| Participation rate | 96.8% | 66.7%+30.2pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -14.55% | 0.91%-15.5pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $26,979 | $3,185+747.1% | $4,952+444.8% | $2,597+939.0% |
| Participant deferral / active EE | $12,248 | $3,385+261.9% | $5,638+117.2% | $4,028+204.1% |
| Admin fee / account holder | $72,630 | $5,756+1161.8% | $14,679+394.8% | $5,403+1244.3% |