Filed January 24, 2018 (most recent of 2 filings on file)
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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 | $305,306 | $99,011+208.4% | $86,582+252.6% | $147,586+106.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 18.33% | 1312.75%-1294.4pp | 965.08%-946.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $19,643 | $3,132+527.1% | $2,839+591.8% | $4,876+302.8% |
| Participant deferral / active EE | $6,873 | $3,972+73.0% | $3,609+90.5% | $5,439+26.4% |
| Admin fee / account holder | $2,396 | $5,709-58.0% | $4,904-51.1% | $10,886-78.0% |