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 | $401,436 | $93,617+328.8% | $135,982+195.2% | $75,177+434.0% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 22.79% | 30.89%-8.1pp | 68.32%-45.5pp | 160.75%-138.0pp |
| Employer contribution / active EE | $9,397 | $3,538+165.6% | $4,859+93.4% | $2,671+251.8% |
| Participant deferral / active EE | $10,755 | $6,406+67.9% | $7,760+38.6% | $4,126+160.6% |
| Admin fee / account holder | $5,499 | $6,980-21.2% | $10,767-48.9% | $5,651-2.7% |