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 | $282,594 | $184,000+53.6% | $162,185+74.2% | $152,909+84.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.39% | 150.80%-134.4pp | 115.61%-99.2pp | 345.46%-329.1pp |
| Employer contribution / active EE | $3,887 | $6,370-39.0% | $5,613-30.8% | $4,764-18.4% |
| Participant deferral / active EE | $4,218 | $8,033-47.5% | $7,297-42.2% | $5,851-27.9% |
| Admin fee / account holder | $22,577 | $13,124+72.0% | $10,844+108.2% | $11,601+94.6% |