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 | $386,448 | $123,793+212.2% | $177,848+117.3% | $79,856+383.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.25% | 22.82%-4.6pp | 48.33%-30.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $12,345 | $4,095+201.5% | $5,919+108.6% | $2,471+399.6% |
| Participant deferral / active EE | $13,120 | $5,956+120.3% | $7,714+70.1% | $3,741+250.7% |
| Admin fee / account holder | $6,191 | $7,243-14.5% | $12,431-50.2% | $5,306+16.7% |