Filed December 19, 2017
Total covered: 54 employees
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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 | $341,466 | $82,028+316.3% | $123,105+177.4% | $59,633+472.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 3.04% | 5.12%-2.1pp | 13.22%-10.2pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $10,768 | $3,297+226.6% | $5,151+109.0% | $2,203+388.9% |
| Participant deferral / active EE | $6,110 | $4,667+30.9% | $6,229-1.9% | $3,192+91.4% |
| Admin fee / account holder | $3,983 | $5,879-32.2% | $9,014-55.8% | $4,297-7.3% |