Filed July 15, 2019 (most recent of 3 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 | $267,192 | $157,829+69.3% | $136,867+95.2% | $198,609+34.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.69% | 51.25%-38.6pp | 42.97%-30.3pp | 202.70%-190.0pp |
| Employer contribution / active EE | $5,594 | $3,923+42.6% | $3,547+57.7% | $5,055+10.7% |
| Participant deferral / active EE | $13,955 | $5,463+155.4% | $4,924+183.4% | $6,977+100.0% |
| Admin fee / account holder | $25,819 | $11,107+132.5% | $10,340+149.7% | $19,030+35.7% |