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 | $250,018 | $138,386+80.7% | $184,260+35.7% | $80,935+208.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.17% | 20.02%-6.9pp | 28.84%-15.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $11,675 | $4,851+140.7% | $6,427+81.6% | $2,757+323.5% |
| Participant deferral / active EE | $9,310 | $7,076+31.6% | $9,133+1.9% | $4,299+116.5% |
| Admin fee / account holder | $7,571 | $10,489-27.8% | $13,898-45.5% | $6,924+9.3% |