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 | $451,234 | $137,414+228.4% | $189,537+138.1% | $85,847+425.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.06% | 38.14%-19.1pp | 555.34%-536.3pp | 318.61%-299.5pp |
| Employer contribution / active EE | $3,720 | $4,344-14.4% | $6,161-39.6% | $2,565+45.0% |
| Participant deferral / active EE | $13,674 | $6,260+118.4% | $8,220+66.4% | $3,952+246.0% |
| Admin fee / account holder | $3,707 | $8,630-57.0% | $12,048-69.2% | $6,261-40.8% |