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 | $463,741 | $105,210+340.8% | $159,487+190.8% | $85,851+440.2% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.4pp | 69.3%+21.9pp |
| Annual return | 15.07% | 45.08%-30.0pp | 263.71%-248.6pp | 318.63%-303.6pp |
| Employer contribution / active EE | $5,415 | $3,319+63.2% | $4,831+12.1% | $2,565+111.1% |
| Participant deferral / active EE | $9,116 | $5,946+53.3% | $7,354+24.0% | $3,952+130.7% |
| Admin fee / account holder | $37,238 | $6,934+437.0% | $10,804+244.7% | $6,261+494.8% |