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 | $290,611 | $69,977+315.3% | $108,582+167.6% | $62,881+362.2% |
| Participation rate | 95.2% | 72.9%+22.3pp | 79.6%+15.7pp | 69.3%+25.9pp |
| Annual return | 13.07% | 10.73%+2.3pp | -51.70%+64.8pp | 20.14%-7.1pp |
| Employer contribution / active EE | $15,179 | $2,135+611.0% | $3,758+303.9% | $2,281+565.5% |
| Participant deferral / active EE | $6,988 | $3,165+120.8% | $4,311+62.1% | $3,203+118.2% |
| Admin fee / account holder | $12,526 | $5,076+146.7% | $7,645+63.8% | $4,296+191.6% |