Filed April 22, 2019
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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 | $335,166 | $110,083+204.5% | $151,639+121.0% | $68,486+389.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.26% | -10.12%-7.1pp | 3.34%-20.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $29,921 | $4,470+569.4% | $6,165+385.3% | $2,597+1052.3% |
| Participant deferral / active EE | $20,204 | $6,526+209.6% | $8,363+141.6% | $4,028+401.7% |
| Admin fee / account holder | $17,549 | $7,718+127.4% | $11,613+51.1% | $5,404+224.8% |