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 | $436,963 | $72,273+504.6% | $101,275+331.5% | $79,856+447.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 61.20% | 22.30%+38.9pp | 46.48%+14.7pp | 31.71%+29.5pp |
| Employer contribution / active EE | $6,734 | $2,691+150.2% | $3,660+84.0% | $2,471+172.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $970 | $4,401-78.0% | $5,948-83.7% | $5,306-81.7% |