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 | $58,275+379.1% | $81,844+241.1% | $80,935+245.0% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.4%+24.0pp | 67.7%+28.7pp |
| Annual return | 12.41% | 41.82%-29.4pp | 778.87%-766.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $10,627 | $2,346+353.0% | $2,916+264.4% | $2,757+285.5% |
| Participant deferral / active EE | $10,100 | $3,285+207.4% | $4,323+133.6% | $4,299+134.9% |
| Admin fee / account holder | $6,583 | $4,749+38.6% | $7,355-10.5% | $6,924-4.9% |