Filed January 4, 2018 (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 | $521,485 | $160,040+225.8% | $147,096+254.5% | $145,877+257.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.60% | 98.49%-75.9pp | 419.75%-397.1pp | 551.28%-528.7pp |
| Employer contribution / active EE | $7,038 | $5,289+33.1% | $4,936+42.6% | $4,663+50.9% |
| Participant deferral / active EE | $11,942 | $8,429+41.7% | $8,071+48.0% | $6,691+78.5% |
| Admin fee / account holder | $10,698 | $15,050-28.9% | $13,005-17.7% | $13,402-20.2% |