Filed September 12, 2018
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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 | $377,688 | $108,825+247.1% | $156,181+141.8% | $82,448+358.1% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 16.87% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $19,522 | $2,870+580.3% | $4,294+354.6% | $2,551+665.3% |
| Participant deferral / active EE | $10,374 | $4,577+126.6% | $6,132+69.2% | $4,139+150.6% |
| Admin fee / account holder | $15,355 | $9,341+64.4% | $14,586+5.3% | $7,234+112.3% |