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 | $417,080 | $125,797+231.5% | $170,028+145.3% | $75,181+454.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.57% | 27.20%-5.6pp | 53.39%-31.8pp | 160.69%-139.1pp |
| Employer contribution / active EE | $25,269 | $4,616+447.4% | $6,788+272.3% | $2,671+846.2% |
| Participant deferral / active EE | $19,037 | $6,838+178.4% | $10,409+82.9% | $4,126+361.4% |
| Admin fee / account holder | $54,176 | $8,177+562.6% | $12,820+322.6% | $5,650+858.9% |