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 | $466,358 | $154,209+202.4% | $130,062+258.6% | $139,487+234.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.64% | 32.52%-17.9pp | -137.37%+152.0pp | 373.84%-359.2pp |
| Employer contribution / active EE | $21,446 | $5,292+305.2% | $4,322+396.2% | $4,755+351.1% |
| Participant deferral / active EE | $13,226 | $6,709+97.1% | $5,821+127.2% | $6,713+97.0% |
| Admin fee / account holder | $20,541 | $13,988+46.8% | $10,601+93.8% | $11,407+80.1% |