Filed December 30, 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 | $971,457 | $201,259+382.7% | $184,200+427.4% | $145,959+565.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.71% | 28.98%-16.3pp | 28.80%-16.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $40,693 | $7,018+479.8% | $6,424+533.4% | $4,661+773.1% |
| Participant deferral / active EE | $26,308 | $9,806+168.3% | $9,132+188.1% | $6,689+293.3% |
| Admin fee / account holder | $723 | $16,372-95.6% | $13,907-94.8% | $13,398-94.6% |