Filed September 1, 2015 (most recent of 2 filings on file)
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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 | $252,714 | $135,956+85.9% | $123,894+104.0% | $273,972-7.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.95% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $10,430 | $5,170+101.8% | $4,617+125.9% | $4,869+114.2% |
| Participant deferral / active EE | $14,159 | $6,343+123.2% | $5,984+136.6% | $5,287+167.8% |
| Admin fee / account holder | $377 | $9,817-96.2% | $8,357-95.5% | $10,133-96.3% |