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 | $495,939 | $166,268+198.3% | $165,100+200.4% | $145,897+239.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.78% | 100.52%-87.7pp | 70.21%-57.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $26,000 | $5,284+392.1% | $4,348+498.0% | $4,663+457.6% |
| Participant deferral / active EE | $15,506 | $6,964+122.7% | $6,035+156.9% | $6,689+131.8% |
| Admin fee / account holder | $19,066 | $16,659+14.4% | $12,696+50.2% | $13,390+42.4% |