Filed October 27, 2014
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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 | $293,961 | $138,393+112.4% | $184,256+59.5% | $80,959+263.1% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+0.9pp | 67.7%+20.1pp |
| Annual return | 15.26% | 20.01%-4.7pp | 28.85%-13.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $11,063 | $4,847+128.2% | $6,427+72.1% | $2,757+301.2% |
| Participant deferral / active EE | $13,468 | $7,076+90.3% | $9,133+47.5% | $4,300+213.2% |
| Admin fee / account holder | $84,751 | $10,489+708.0% | $13,899+509.7% | $6,925+1123.8% |