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 | $423,001 | $197,637+114.0% | $177,848+137.8% | $158,982+166.1% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 15.76% | 58.77%-43.0pp | 48.33%-32.6pp | 302.99%-287.2pp |
| Employer contribution / active EE | $19,044 | $6,698+184.3% | $5,919+221.8% | $4,763+299.9% |
| Participant deferral / active EE | $17,135 | $8,405+103.9% | $7,714+122.1% | $5,983+186.4% |
| Admin fee / account holder | $12,293 | $15,406-20.2% | $12,431-1.1% | $11,252+9.3% |