Filed October 23, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $434,774 | $106,524+308.1% | $152,301+185.5% | $87,485+397.0% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.4%+11.1pp | 68.9%+24.6pp |
| Annual return | 16.62% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $12,819 | $3,371+280.2% | $4,624+177.2% | $2,596+393.8% |
| Participant deferral / active EE | $14,244 | $6,525+118.3% | $8,004+78.0% | $4,274+233.3% |
| Admin fee / account holder | $15,606 | $8,287+88.3% | $14,398+8.4% | $7,775+100.7% |