Filed June 9, 2017 (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 | $593,425 | $93,345+535.7% | $119,126+398.1% | $87,485+578.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 65.13% | 19.08%+46.1pp | 282.11%-217.0pp | 26.06%+39.1pp |
| Employer contribution / active EE | $23,397 | $3,172+637.7% | $4,034+480.1% | $2,596+801.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $19,519 | $8,039+142.8% | $10,693+82.5% | $7,775+151.1% |