Filed October 17, 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 | $1,008,099 | $106,588+845.8% | $94,215+970.0% | $155,188+549.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 17.00% | 29.39%-12.4pp | 28.22%-11.2pp | 148.84%-131.8pp |
| Employer contribution / active EE | $11,855 | $3,080+284.9% | $2,675+343.2% | $4,248+179.1% |
| Participant deferral / active EE | $19,245 | $4,802+300.7% | $4,276+350.1% | $6,531+194.7% |
| Admin fee / account holder | $29,387 | $12,281+139.3% | $10,216+187.7% | $14,480+102.9% |