Filed May 25, 2016
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 | $311,250 | $157,270+97.9% | $141,173+120.5% | $152,870+103.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 42.49% | 64.33%-21.8pp | 71.40%-28.9pp | 345.34%-302.9pp |
| Employer contribution / active EE | $22,051 | $5,261+319.1% | $4,735+365.7% | $4,763+363.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8,778 | $12,121-27.6% | $10,262-14.5% | $11,597-24.3% |