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 | $329,636 | $101,798+223.8% | $165,071+99.7% | $80,935+307.3% |
| Participation rate | 78.9% | 71.8%+7.1pp | 78.6%+0.3pp | 67.7%+11.2pp |
| Annual return | 16.61% | 16.73%-0.1pp | 70.17%-53.6pp | 35.66%-19.0pp |
| Employer contribution / active EE | $15,564 | $2,954+426.8% | $4,347+258.0% | $2,757+464.6% |
| Participant deferral / active EE | $10,242 | $4,476+128.8% | $6,035+69.7% | $4,299+138.2% |
| Admin fee / account holder | $43,311 | $8,221+426.8% | $12,695+241.2% | $6,924+525.5% |