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 | $302,434 | $185,883+62.7% | $170,043+77.9% | $139,466+116.9% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 20.24% | 60.54%-40.3pp | 53.40%-33.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $28,373 | $7,596+273.5% | $6,790+317.9% | $4,754+496.8% |
| Participant deferral / active EE | $19,605 | $11,626+68.6% | $10,410+88.3% | $6,712+192.1% |
| Admin fee / account holder | $8,770 | $15,393-43.0% | $12,824-31.6% | $11,409-23.1% |