Filed May 8, 2019
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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 | $327,840 | $96,052+241.3% | $118,106+177.6% | $87,485+274.7% |
| Participation rate | 95.5% | 77.0%+18.5pp | 81.9%+13.6pp | 68.9%+26.6pp |
| Annual return | 17.64% | 24.16%-6.5pp | 19.44%-1.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,171 | $3,939-44.9% | $4,698-53.8% | $2,596-16.4% |
| Participant deferral / active EE | $21,095 | $5,793+264.1% | $6,619+218.7% | $4,274+393.6% |
| Admin fee / account holder | $18,693 | $7,618+145.4% | $8,973+108.3% | $7,775+140.4% |