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 | $280,845 | $185,905+51.1% | $170,057+65.1% | $139,487+101.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.58% | 60.56%-47.0pp | 53.42%-39.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $8,158 | $7,597+7.4% | $6,790+20.1% | $4,755+71.6% |
| Participant deferral / active EE | $11,655 | $11,627+0.2% | $10,411+12.0% | $6,713+73.6% |
| Admin fee / account holder | $44,343 | $15,397+188.0% | $12,826+245.7% | $11,407+288.7% |