Filed March 27, 2017 (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 | $360,113 | $101,763+253.9% | $164,866+118.4% | $80,874+345.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.80% | 16.73%-3.9pp | 69.97%-57.2pp | 35.62%-22.8pp |
| Employer contribution / active EE | $5,375 | $2,954+81.9% | $4,343+23.8% | $2,756+95.0% |
| Participant deferral / active EE | $6,099 | $4,477+36.2% | $6,033+1.1% | $4,297+41.9% |
| Admin fee / account holder | $77,591 | $8,228+843.0% | $12,689+511.5% | $6,935+1018.8% |