Filed January 4, 2019
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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 | $269,974 | $201,370+34.1% | $184,256+46.5% | $145,897+85.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.61% | 29.05%-9.4pp | 28.85%-9.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $8,400 | $7,024+19.6% | $6,427+30.7% | $4,663+80.2% |
| Participant deferral / active EE | $23,107 | $9,808+135.6% | $9,133+153.0% | $6,689+245.4% |
| Admin fee / account holder | $22,214 | $16,364+35.7% | $13,899+59.8% | $13,390+65.9% |