Filed July 25, 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 | $279,053 | $61,125+356.5% | $94,057+196.7% | $87,485+219.0% |
| Participation rate | 91.2% | 64.1%+27.2pp | 73.3%+17.9pp | 68.9%+22.3pp |
| Annual return | 13.98% | 35.20%-21.2pp | 480.62%-466.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $9,856 | $2,136+361.3% | $2,933+236.0% | $2,596+279.6% |
| Participant deferral / active EE | $10,266 | $3,260+214.9% | $4,709+118.0% | $4,274+140.2% |
| Admin fee / account holder | $26,743 | $5,629+375.1% | $7,244+269.1% | $7,775+244.0% |