Filed January 4, 2018 (most recent of 3 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 | $292,186 | $149,446+95.5% | $256,809+13.8% | $94,015+210.8% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 12.18% | 17.55%-5.4pp | 32.73%-20.5pp | 17.84%-5.7pp |
| Employer contribution / active EE | $11,954 | $4,596+160.1% | $7,263+64.6% | $2,790+328.4% |
| Participant deferral / active EE | $10,031 | $6,491+54.5% | $9,520+5.4% | $4,249+136.0% |
| Admin fee / account holder | $8,711 | $24,035-63.8% | $25,146-65.4% | $8,951-2.7% |