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 | $310,482 | $65,440+374.5% | $98,506+215.2% | $85,851+261.7% |
| Participation rate | 87.8% | 65.0%+22.8pp | 73.3%+14.5pp | 69.3%+18.5pp |
| Annual return | 15.37% | 21.75%-6.4pp | 1494.92%-1479.5pp | 318.63%-303.3pp |
| Employer contribution / active EE | $12,626 | $2,169+482.1% | $2,961+326.4% | $2,565+392.1% |
| Participant deferral / active EE | $10,932 | $3,168+245.1% | $4,277+155.6% | $3,952+176.6% |
| Admin fee / account holder | $30,225 | $4,596+557.7% | $5,955+407.6% | $6,261+382.8% |