Filed July 25, 2019 (most recent of 2 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 | $279,053 | $51,638+440.4% | $68,368+308.2% | $82,448+238.5% |
| Participation rate | 91.2% | 63.6%+27.6pp | 73.8%+17.5pp | 68.1%+23.2pp |
| Annual return | 13.98% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $9,856 | $2,047+381.6% | $2,649+272.1% | $2,551+286.4% |
| Participant deferral / active EE | $10,266 | $2,914+252.4% | $4,123+149.0% | $4,139+148.0% |
| Admin fee / account holder | $26,743 | $4,643+475.9% | $5,150+419.3% | $7,234+269.7% |