Filed March 11, 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 | $251,725 | $138,393+81.9% | $184,256+36.6% | $80,959+210.9% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.7%+31.2pp |
| Annual return | 21.18% | 20.01%+1.2pp | 28.85%-7.7pp | 35.67%-14.5pp |
| Employer contribution / active EE | $7,322 | $4,847+51.1% | $6,427+13.9% | $2,757+165.6% |
| Participant deferral / active EE | $8,959 | $7,076+26.6% | $9,133-1.9% | $4,300+108.3% |
| Admin fee / account holder | $5,710 | $10,489-45.6% | $13,899-58.9% | $6,925-17.5% |