Filed January 31, 2019 (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 | $299,485 | $88,672+237.7% | $105,223+184.6% | $82,448+263.2% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 41.06% | 30.86%+10.2pp | 180.65%-139.6pp | 41.64%-0.6pp |
| Employer contribution / active EE | $3,789 | $3,048+24.3% | $3,689+2.7% | $2,551+48.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,695 | $7,146-6.3% | $8,859-24.4% | $7,234-7.5% |