Filed March 22, 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 | $394,358 | $78,015+405.5% | $178,505+120.9% | $80,959+387.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.49% | 18.10%-4.6pp | 27.16%-13.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $8,555 | $2,281+275.0% | $3,955+116.3% | $2,757+210.3% |
| Participant deferral / active EE | $12,537 | $4,406+184.6% | $6,280+99.6% | $4,300+191.5% |
| Admin fee / account holder | $14,241 | $7,160+98.9% | $10,428+36.6% | $6,925+105.6% |