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 | $58,311+378.8% | $81,882+241.0% | $80,959+244.9% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.4%+24.0pp | 67.7%+28.7pp |
| Annual return | 12.41% | 41.85%-29.4pp | 779.47%-767.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $10,627 | $2,347+352.9% | $2,916+264.4% | $2,757+285.4% |
| Participant deferral / active EE | $10,100 | $3,287+207.3% | $4,323+133.6% | $4,300+134.9% |
| Admin fee / account holder | $6,583 | $4,752+38.5% | $7,360-10.5% | $6,925-4.9% |