Filed January 2, 2019 (most recent of 3 filings on file)
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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 | $379,164 | $209,336+81.1% | $197,124+92.3% | $137,256+176.2% |
| Participation rate | 90.5% | 87.3%+3.2pp | 86.7%+3.8pp | 80.0%+10.5pp |
| Annual return | 13.71% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $18,190 | $6,591+176.0% | $6,227+192.1% | $4,156+337.7% |
| Participant deferral / active EE | $19,311 | $9,614+100.9% | $9,135+111.4% | $6,407+201.4% |
| Admin fee / account holder | $9,894 | $17,308-42.8% | $16,298-39.3% | $12,270-19.4% |