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 | $70,684+342.4% | $169,390+84.6% | $75,173+316.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 18.47% | 36.38%-17.9pp | 406.07%-387.6pp | 160.72%-142.2pp |
| Employer contribution / active EE | $9,816 | $2,211+344.0% | $4,013+144.6% | $2,671+267.5% |
| Participant deferral / active EE | $11,525 | $4,310+167.4% | $6,222+85.2% | $4,126+179.3% |
| Admin fee / account holder | $6,310 | $5,404+16.8% | $9,015-30.0% | $5,651+11.7% |