Filed May 21, 2019
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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 | $405,720 | $87,166+365.5% | $76,735+428.7% | $137,256+195.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.15% | 26.50%-10.3pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $23,136 | $2,904+696.6% | $2,454+842.7% | $4,156+456.7% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,102 | $8,403+55.9% | $7,189+82.2% | $12,270+6.8% |