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 | $344,260 | $78,707+337.4% | $117,861+192.1% | $70,126+390.9% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 18.12% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $16,056 | $2,223+622.1% | $3,786+324.1% | $2,343+585.4% |
| Participant deferral / active EE | $8,762 | $3,297+165.7% | $4,482+95.5% | $3,332+163.0% |
| Admin fee / account holder | $23,269 | $5,066+359.4% | $8,021+190.1% | $4,645+400.9% |