Filed May 17, 2019 (most recent of 10 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 | $392,470 | $105,284+272.8% | $150,734+160.4% | $94,015+317.5% |
| Participation rate | 97.4% | 71.7%+25.7pp | 78.4%+19.0pp | 70.8%+26.6pp |
| Annual return | 17.93% | 15.67%+2.3pp | 600.81%-582.9pp | 17.84%+0.1pp |
| Employer contribution / active EE | $31,700 | $3,599+780.9% | $4,918+544.6% | $2,790+1036.2% |
| Participant deferral / active EE | $12,439 | $4,274+191.1% | $5,610+121.7% | $4,249+192.7% |
| Admin fee / account holder | $15,171 | $9,839+54.2% | $14,905+1.8% | $8,951+69.5% |