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 | $166,242+198.3% | $165,071+200.4% | $145,884+240.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.78% | 100.44%-87.7pp | 70.17%-57.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $26,000 | $5,283+392.2% | $4,347+498.1% | $4,662+457.7% |
| Participant deferral / active EE | $15,506 | $6,964+122.7% | $6,035+156.9% | $6,690+131.8% |
| Admin fee / account holder | $19,066 | $16,658+14.5% | $12,695+50.2% | $13,392+42.4% |