Filed January 28, 2020
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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 | $293,193 | $58,241+403.4% | $81,780+258.5% | $80,911+262.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.28% | 41.73%-29.4pp | 776.27%-764.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $4,342 | $2,343+85.3% | $2,914+49.0% | $2,756+57.6% |
| Participant deferral / active EE | $9,898 | $3,283+201.6% | $4,321+129.1% | $4,297+130.3% |
| Admin fee / account holder | $6,648 | $4,973+33.7% | $7,384-10.0% | $6,935-4.1% |