Filed February 10, 2020
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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 | $400,405 | $107,368+272.9% | $92,915+330.9% | $152,909+161.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.03% | 145.64%-125.6pp | 109.45%-89.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $4,162 | $4,222-1.4% | $3,653+13.9% | $4,764-12.6% |
| Participant deferral / active EE | $5,548 | $4,848+14.4% | $4,238+30.9% | $5,851-5.2% |
| Admin fee / account holder | $61,936 | $7,082+774.5% | $5,796+968.7% | $11,601+433.9% |