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 | $73,867+725.9% | $143,770+324.4% | $68,498+790.7% |
| Participation rate | 96.8% | 66.7%+30.2pp | 80.3%+16.5pp | 67.9%+29.0pp |
| Annual return | -14.55% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $26,979 | $3,184+747.3% | $4,951+444.9% | $2,596+939.1% |
| Participant deferral / active EE | $12,248 | $3,384+261.9% | $5,638+117.3% | $4,027+204.1% |
| Admin fee / account holder | $72,630 | $5,755+1162.1% | $14,673+395.0% | $5,403+1244.3% |