Filed September 1, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $500,516 | $156,398+220.0% | $147,318+239.8% | $138,895+260.4% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 14.27% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $6,978 | $4,853+43.8% | $4,593+51.9% | $4,194+66.4% |
| Participant deferral / active EE | $16,628 | $8,237+101.9% | $7,906+110.3% | $6,396+160.0% |
| Admin fee / account holder | $29,029 | $14,976+93.8% | $13,708+111.8% | $12,562+131.1% |