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 | $138,385+112.4% | $184,243+59.6% | $80,925+263.3% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+0.9pp | 67.7%+20.1pp |
| Annual return | 15.26% | 20.02%-4.8pp | 28.82%-13.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $11,063 | $4,851+128.1% | $6,427+72.1% | $2,756+301.4% |
| Participant deferral / active EE | $13,468 | $7,075+90.4% | $9,132+47.5% | $4,299+213.3% |
| Admin fee / account holder | $84,751 | $10,489+708.0% | $13,914+509.1% | $6,940+1121.2% |