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 | $84,953+323.1% | $163,379+120.0% | $82,637+334.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 15.03% | 23.07%-8.0pp | 63.41%-48.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $9,968 | $2,183+356.7% | $3,752+165.6% | $2,552+290.6% |
| Participant deferral / active EE | $13,286 | $4,326+207.1% | $6,282+111.5% | $4,126+222.0% |
| Admin fee / account holder | $78,318 | $7,921+888.7% | $9,818+697.7% | $7,339+967.2% |