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 | $78,013+405.5% | $178,449+121.0% | $80,911+387.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.49% | 18.07%-4.6pp | 27.09%-13.6pp | 35.63%-22.1pp |
| Employer contribution / active EE | $8,555 | $2,287+274.1% | $3,951+116.5% | $2,756+210.4% |
| Participant deferral / active EE | $12,537 | $4,408+184.4% | $6,277+99.7% | $4,297+191.8% |
| Admin fee / account holder | $14,241 | $7,166+98.7% | $10,362+37.4% | $6,935+105.4% |