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 | $705,882 | $77,905+806.1% | $149,682+371.6% | $75,173+839.0% |
| Participation rate | 94.7% | 65.6%+29.1pp | 78.8%+15.9pp | 67.2%+27.5pp |
| Annual return | 17.36% | 31.72%-14.4pp | 134.35%-117.0pp | 160.65%-143.3pp |
| Employer contribution / active EE | $28,657 | $3,138+813.3% | $4,818+494.7% | $2,670+973.2% |
| Participant deferral / active EE | $15,221 | $3,411+346.2% | $5,681+167.9% | $4,126+268.9% |
| Admin fee / account holder | $52,705 | $5,957+784.8% | $13,210+299.0% | $5,651+832.6% |