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 | $314,522 | $201,370+56.2% | $184,256+70.7% | $145,897+115.6% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.6pp | 80.3%+9.2pp |
| Annual return | 21.16% | 29.05%-7.9pp | 28.85%-7.7pp | 552.29%-531.1pp |
| Employer contribution / active EE | $17,039 | $7,024+142.6% | $6,427+165.1% | $4,663+265.4% |
| Participant deferral / active EE | $21,800 | $9,808+122.3% | $9,133+138.7% | $6,689+225.9% |
| Admin fee / account holder | $8,182 | $16,364-50.0% | $13,899-41.1% | $13,390-38.9% |