Filed October 13, 2017
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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 | $257,948 | $95,406+170.4% | $185,849+38.8% | $85,847+200.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.04% | 23.59%-6.5pp | 122.10%-105.1pp | 318.61%-301.6pp |
| Employer contribution / active EE | $14,766 | $3,314+345.6% | $5,169+185.7% | $2,565+475.6% |
| Participant deferral / active EE | $18,383 | $3,424+436.9% | $5,569+230.1% | $3,952+365.1% |
| Admin fee / account holder | $4,785 | $7,214-33.7% | $16,244-70.5% | $6,261-23.6% |