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 | $108,825+171.7% | $156,181+89.3% | $82,448+258.6% |
| Participation rate | 91.4% | 72.4%+19.0pp | 78.8%+12.6pp | 68.1%+23.3pp |
| Annual return | 13.69% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $13,352 | $2,870+365.3% | $4,294+211.0% | $2,551+423.4% |
| Participant deferral / active EE | $14,431 | $4,577+215.3% | $6,132+135.3% | $4,139+248.6% |
| Admin fee / account holder | $18,511 | $9,341+98.2% | $14,586+26.9% | $7,234+155.9% |