Filed November 12, 2019 (most recent of 3 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 | $279,190 | $58,241+379.4% | $81,780+241.4% | $80,911+245.1% |
| Participation rate | 96.4% | 63.4%+32.9pp | 72.4%+24.0pp | 67.6%+28.7pp |
| Annual return | 12.41% | 41.73%-29.3pp | 776.27%-763.9pp | 35.63%-23.2pp |
| Employer contribution / active EE | $10,627 | $2,343+353.5% | $2,914+264.7% | $2,756+285.6% |
| Participant deferral / active EE | $10,100 | $3,283+207.7% | $4,321+133.8% | $4,297+135.0% |
| Admin fee / account holder | $6,583 | $4,973+32.4% | $7,384-10.8% | $6,935-5.1% |