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 | $274,114 | $197,637+38.7% | $177,848+54.1% | $158,982+72.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.29% | 58.77%-45.5pp | 48.33%-35.0pp | 302.99%-289.7pp |
| Employer contribution / active EE | $2,903 | $6,698-56.7% | $5,919-50.9% | $4,763-39.0% |
| Participant deferral / active EE | $5,857 | $8,405-30.3% | $7,714-24.1% | $5,983-2.1% |
| Admin fee / account holder | $14,302 | $15,406-7.2% | $12,431+15.0% | $11,252+27.1% |