Filed January 25, 2018
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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 | $295,671 | $123,478+139.5% | $216,567+36.5% | $94,015+214.5% |
| Participation rate | 91.4% | 75.1%+16.3pp | 81.6%+9.7pp | 70.8%+20.6pp |
| Annual return | 13.69% | 23.61%-9.9pp | 12.94%+0.7pp | 17.84%-4.2pp |
| Employer contribution / active EE | $13,352 | $3,136+325.8% | $5,216+156.0% | $2,790+378.6% |
| Participant deferral / active EE | $14,431 | $4,556+216.8% | $6,191+133.1% | $4,249+239.6% |
| Admin fee / account holder | $18,511 | $12,753+45.2% | $21,981-15.8% | $8,951+106.8% |