Filed September 28, 2019 (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 | $267,003 | $72,071+270.5% | $68,368+290.5% | $137,256+94.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.39% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $16,222 | $2,788+481.9% | $2,649+512.4% | $4,156+290.3% |
| Participant deferral / active EE | $14,401 | $4,410+226.6% | $4,123+249.3% | $6,407+124.8% |
| Admin fee / account holder | $1,686 | $5,336-68.4% | $5,150-67.3% | $12,270-86.3% |