Filed January 4, 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 | $521,485 | $160,028+225.9% | $147,080+254.6% | $145,884+257.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.60% | 98.60%-76.0pp | 420.17%-397.6pp | 551.85%-529.2pp |
| Employer contribution / active EE | $7,038 | $5,286+33.2% | $4,933+42.7% | $4,662+51.0% |
| Participant deferral / active EE | $11,942 | $8,422+41.8% | $8,066+48.1% | $6,690+78.5% |
| Admin fee / account holder | $10,698 | $15,030-28.8% | $12,989-17.6% | $13,392-20.1% |