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 | $312,706 | $70,666+342.5% | $169,385+84.6% | $75,181+315.9% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 18.47% | 36.37%-17.9pp | 405.82%-387.3pp | 160.69%-142.2pp |
| Employer contribution / active EE | $9,816 | $2,210+344.1% | $4,012+144.7% | $2,671+267.6% |
| Participant deferral / active EE | $11,525 | $4,308+167.5% | $6,221+85.3% | $4,126+179.3% |
| Admin fee / account holder | $6,310 | $5,402+16.8% | $9,011-30.0% | $5,650+11.7% |