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 | $201,372+382.4% | $184,260+427.2% | $145,884+565.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.71% | 29.04%-16.3pp | 28.84%-16.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $40,693 | $7,024+479.4% | $6,427+533.1% | $4,662+772.8% |
| Participant deferral / active EE | $26,308 | $9,808+168.2% | $9,133+188.1% | $6,690+293.3% |
| Admin fee / account holder | $723 | $16,362-95.6% | $13,898-94.8% | $13,392-94.6% |