Filed March 30, 2017 (most recent of 2 filings on file)
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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 | $266,698 | $153,769+73.4% | $133,975+99.1% | $273,972-2.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.58% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,432 | $6,029-43.1% | $5,211-34.1% | $4,869-29.5% |
| Participant deferral / active EE | $3,719 | $6,958-46.6% | $6,282-40.8% | $5,287-29.7% |
| Admin fee / account holder | $4,945 | $11,765-58.0% | $9,324-47.0% | $10,133-51.2% |