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 | $58,234+374.7% | $81,783+238.0% | $80,874+241.8% |
| Participation rate | 88.6% | 63.4%+25.1pp | 72.4%+16.2pp | 67.6%+20.9pp |
| Annual return | 16.11% | 41.70%-25.6pp | 775.05%-758.9pp | 35.62%-19.5pp |
| Employer contribution / active EE | $15,730 | $2,341+571.8% | $2,913+440.1% | $2,756+470.8% |
| Participant deferral / active EE | $13,412 | $3,283+308.6% | $4,320+210.4% | $4,297+212.1% |
| Admin fee / account holder | $30,616 | $4,982+514.6% | $7,380+314.9% | $6,935+341.5% |