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 | $324,505 | $184,000+76.4% | $162,185+100.1% | $152,909+112.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.63% | 150.80%-135.2pp | 115.61%-100.0pp | 345.46%-329.8pp |
| Employer contribution / active EE | $19,197 | $6,370+201.4% | $5,613+242.0% | $4,764+303.0% |
| Participant deferral / active EE | $16,736 | $8,033+108.3% | $7,297+129.4% | $5,851+186.0% |
| Admin fee / account holder | $39,548 | $13,124+201.3% | $10,844+264.7% | $11,601+240.9% |