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 | $359,399 | $80,812+344.7% | $160,784+123.5% | $82,448+335.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 15.03% | 100.59%-85.6pp | 1803.92%-1788.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $9,968 | $2,174+358.5% | $3,733+167.0% | $2,551+290.7% |
| Participant deferral / active EE | $13,286 | $4,335+206.5% | $6,293+111.1% | $4,139+221.0% |
| Admin fee / account holder | $78,318 | $7,695+917.8% | $9,717+706.0% | $7,234+982.6% |