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 | $345,654 | $82,674+318.1% | $125,358+175.7% | $68,498+404.6% |
| Participation rate | 94.9% | 75.0%+19.9pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -17.99% | -5.97%-12.0pp | 572.03%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $6,919 | $3,381+104.6% | $4,814+43.7% | $2,596+166.5% |
| Participant deferral / active EE | $10,637 | $6,111+74.1% | $7,447+42.8% | $4,027+164.1% |
| Admin fee / account holder | $6,127 | $6,276-2.4% | $10,007-38.8% | $5,403+13.4% |