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 | $281,732 | $60,119+368.6% | $90,414+211.6% | $79,860+252.8% |
| Participation rate | 93.0% | 65.0%+28.0pp | 72.7%+20.3pp | 69.6%+23.4pp |
| Annual return | 18.25% | 71.94%-53.7pp | 1293.19%-1274.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $10,985 | $2,068+431.3% | $3,262+236.7% | $2,471+344.6% |
| Participant deferral / active EE | $9,260 | $2,938+215.2% | $3,963+133.6% | $3,740+147.6% |
| Admin fee / account holder | $6,424 | $3,976+61.6% | $5,611+14.5% | $5,306+21.1% |