Filed February 5, 2018
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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 | $397,286 | $171,867+131.2% | $149,721+165.4% | $147,586+169.2% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 11.86% | 2113.36%-2101.5pp | 1501.67%-1489.8pp | 578.59%-566.7pp |
| Employer contribution / active EE | $19,135 | $6,275+205.0% | $5,444+251.5% | $4,876+292.4% |
| Participant deferral / active EE | $14,069 | $7,270+93.5% | $6,568+114.2% | $5,439+158.7% |
| Admin fee / account holder | $4,707 | $13,799-65.9% | $11,282-58.3% | $10,886-56.8% |