Filed April 30, 2018
Total covered: 0 employees
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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 | $315,438 | $65,367+382.6% | $92,915+239.5% | $72,976+332.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 574.80% | 42.11%+532.7pp | 109.45%+465.4pp | 81.02%+493.8pp |
| Employer contribution / active EE | $2,477 | $2,594-4.5% | $3,653-32.2% | $2,440+1.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,171 | $4,251-72.5% | $5,796-79.8% | $5,124-77.2% |