Filed July 15, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $102,595+160.4% | $94,057+184.1% | $154,746+72.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.69% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $5,594 | $3,147+77.7% | $2,933+90.7% | $4,379+27.7% |
| Participant deferral / active EE | $13,955 | $5,118+172.6% | $4,709+196.3% | $6,730+107.3% |
| Admin fee / account holder | $25,819 | $7,736+233.8% | $7,244+256.4% | $14,365+79.7% |