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 | $398,840 | $142,409+180.1% | $119,634+233.4% | $134,545+196.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.32% | -12.46%-0.9pp | -14.98%+1.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $24,154 | $5,224+362.3% | $4,232+470.7% | $4,742+409.4% |
| Participant deferral / active EE | $14,243 | $6,468+120.2% | $5,601+154.3% | $6,401+122.5% |
| Admin fee / account holder | $679 | $13,594-95.0% | $10,329-93.4% | $11,431-94.1% |