Filed May 23, 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 | $263,614 | $69,273+280.5% | $90,796+190.3% | $82,637+219.0% |
| Participation rate | 88.0% | 64.0%+24.0pp | 69.5%+18.5pp | 68.1%+19.9pp |
| Annual return | 12.89% | 18.37%-5.5pp | 19.29%-6.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $4,585 | $1,865+145.8% | $2,294+99.9% | $2,552+79.6% |
| Participant deferral / active EE | $8,432 | $3,047+176.7% | $3,822+120.6% | $4,126+104.4% |
| Admin fee / account holder | $12,988 | $5,511+135.7% | $7,024+84.9% | $7,339+77.0% |