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 | $332,424 | $83,485+298.2% | $125,180+165.6% | $72,983+355.5% |
| Participation rate | 85.2% | 73.3%+11.9pp | 79.8%+5.4pp | 69.5%+15.7pp |
| Annual return | 22.07% | 25.78%-3.7pp | 43.79%-21.7pp | 81.01%-58.9pp |
| Employer contribution / active EE | $13,037 | $2,346+455.8% | $3,866+237.3% | $2,440+434.3% |
| Participant deferral / active EE | $7,130 | $3,586+98.8% | $4,937+44.4% | $3,608+97.6% |
| Admin fee / account holder | $2,423 | $5,518-56.1% | $9,703-75.0% | $5,124-52.7% |