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 | $325,752 | $77,817+318.6% | $123,553+163.7% | $64,173+407.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.83% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $6,549 | $3,014+117.3% | $4,628+41.5% | $2,381+175.1% |
| Participant deferral / active EE | $10,343 | $5,240+97.4% | $6,426+61.0% | $3,470+198.1% |
| Admin fee / account holder | $1,439 | $5,519-73.9% | $9,284-84.5% | $4,887-70.5% |