Filed January 10, 2019 (most recent of 5 filings on file)
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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 | $279,218 | $76,551+264.7% | $123,894+125.4% | $62,881+344.0% |
| Participation rate | 92.5% | 73.0%+19.5pp | 81.4%+11.0pp | 69.3%+23.1pp |
| Annual return | 10.52% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $6,004 | $2,882+108.3% | $4,617+30.1% | $2,281+163.2% |
| Participant deferral / active EE | $8,618 | $4,840+78.1% | $5,984+44.0% | $3,203+169.1% |
| Admin fee / account holder | $30,705 | $4,826+536.3% | $8,357+267.4% | $4,296+614.8% |