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 | $261,661 | $100,060+161.5% | $149,721+74.8% | $70,126+273.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.18% | 27.46%-11.3pp | 1501.67%-1485.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $12,014 | $3,661+228.2% | $5,444+120.7% | $2,343+412.9% |
| Participant deferral / active EE | $12,349 | $4,982+147.9% | $6,568+88.0% | $3,332+270.6% |
| Admin fee / account holder | $23,859 | $8,285+188.0% | $11,282+111.5% | $4,645+413.6% |