Filed May 25, 2016
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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 | $311,250 | $157,304+97.9% | $141,197+120.4% | $152,909+103.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 42.49% | 64.34%-21.9pp | 71.41%-28.9pp | 345.46%-303.0pp |
| Employer contribution / active EE | $22,051 | $5,263+319.0% | $4,736+365.6% | $4,764+362.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,778 | $12,126-27.6% | $10,265-14.5% | $11,601-24.3% |