Filed April 6, 2020
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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 | $259,709 | $91,537+183.7% | $130,045+99.7% | $75,173+245.5% |
| Participation rate | 78.4% | 71.5%+6.9pp | 78.5%-0.1pp | 67.2%+11.2pp |
| Annual return | 14.29% | -631.55%+645.8pp | -137.30%+151.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $6,325 | $2,845+122.4% | $4,321+46.4% | $2,671+136.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $114,743 | $6,780+1592.4% | $10,600+982.4% | $5,651+1930.6% |