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 | $75,720+248.1% | $90,312+191.9% | $86,983+203.1% |
| Participation rate | 88.0% | 66.3%+21.7pp | 72.9%+15.1pp | 69.5%+18.5pp |
| Annual return | 12.89% | 18.55%-5.7pp | 18.90%-6.0pp | 25.83%-12.9pp |
| Employer contribution / active EE | $4,585 | $1,945+135.7% | $2,243+104.4% | $2,584+77.4% |
| Participant deferral / active EE | $8,432 | $3,001+181.0% | $3,749+124.9% | $4,194+101.1% |
| Admin fee / account holder | $12,988 | $6,201+109.5% | $8,248+57.5% | $7,856+65.3% |