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 | $114,712+157.8% | $173,730+70.2% | $87,485+238.0% |
| Participation rate | 91.4% | 73.0%+18.4pp | 79.6%+11.8pp | 68.9%+22.4pp |
| Annual return | 13.69% | 20.18%-6.5pp | 19.96%-6.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $13,352 | $2,904+359.8% | $4,577+191.7% | $2,596+414.3% |
| Participant deferral / active EE | $14,431 | $4,642+210.9% | $6,326+128.1% | $4,274+237.7% |
| Admin fee / account holder | $18,511 | $10,210+81.3% | $17,523+5.6% | $7,775+138.1% |