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 | $774,946 | $81,331+852.8% | $155,534+398.2% | $80,935+857.5% |
| Participation rate | 94.8% | 66.3%+28.6pp | 78.2%+16.6pp | 67.7%+27.2pp |
| Annual return | 12.99% | 33.37%-20.4pp | 64.92%-51.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $28,915 | $3,105+831.3% | $4,675+518.5% | $2,757+948.9% |
| Participant deferral / active EE | $15,752 | $3,454+356.0% | $5,630+179.8% | $4,299+266.4% |
| Admin fee / account holder | $40,071 | $7,999+400.9% | $15,900+152.0% | $6,924+478.7% |