Filed October 25, 2019 (most recent of 2 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 | $250,679 | $184,000+36.2% | $162,185+54.6% | $152,909+63.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.30% | 150.80%-131.5pp | 115.61%-96.3pp | 345.46%-326.2pp |
| Employer contribution / active EE | $2,226 | $6,370-65.1% | $5,613-60.4% | $4,764-53.3% |
| Participant deferral / active EE | $4,840 | $8,033-39.7% | $7,297-33.7% | $5,851-17.3% |
| Admin fee / account holder | $7,142 | $13,124-45.6% | $10,844-34.1% | $11,601-38.4% |