Filed November 29, 2018
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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 | $322,414 | $102,429+214.8% | $147,096+119.2% | $80,925+298.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 49.05% | 135.02%-86.0pp | 419.75%-370.7pp | 35.65%+13.4pp |
| Employer contribution / active EE | $15,223 | $3,716+309.7% | $4,936+208.4% | $2,756+452.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,716 | $7,957-28.2% | $13,005-56.0% | $6,940-17.6% |