Filed August 22, 2019 (most recent of 5 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 | $276,452 | $58,311+374.1% | $81,882+237.6% | $80,959+241.5% |
| Participation rate | 88.6% | 63.5%+25.1pp | 72.4%+16.2pp | 67.7%+20.9pp |
| Annual return | 16.11% | 41.85%-25.7pp | 779.47%-763.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $15,730 | $2,347+570.3% | $2,916+439.4% | $2,757+470.5% |
| Participant deferral / active EE | $13,412 | $3,287+308.0% | $4,323+210.2% | $4,300+211.9% |
| Admin fee / account holder | $30,616 | $4,752+544.3% | $7,360+316.0% | $6,925+342.1% |