Filed October 30, 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 | $605,706 | $178,174+240.0% | $156,181+287.8% | $137,256+341.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.82% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $23,016 | $4,972+362.9% | $4,294+436.0% | $4,156+453.8% |
| Participant deferral / active EE | $13,525 | $6,888+96.4% | $6,132+120.6% | $6,407+111.1% |
| Admin fee / account holder | $4,780 | $17,404-72.5% | $14,586-67.2% | $12,270-61.0% |