Filed May 17, 2019 (most recent of 10 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $319,615 | $63,346+404.6% | $92,240+246.5% | $70,126+355.8% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 17.00% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $15,992 | $2,471+547.1% | $3,680+334.6% | $2,343+582.7% |
| Participant deferral / active EE | $9,220 | $2,854+223.1% | $3,897+136.6% | $3,332+176.7% |
| Admin fee / account holder | $3,020 | $3,841-21.4% | $5,194-41.9% | $4,645-35.0% |