Filed January 31, 2019 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,956 | $81,504+139.2% | $102,437+90.3% | $80,959+140.8% |
| Participation rate | 97.4% | 66.9%+30.6pp | 74.5%+22.9pp | 67.7%+29.8pp |
| Annual return | 76.70% | 25.60%+51.1pp | 24.95%+51.8pp | 35.67%+41.0pp |
| Employer contribution / active EE | $7,036 | $3,104+126.7% | $3,871+81.8% | $2,757+155.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,274 | $6,719-6.6% | $8,388-25.2% | $6,925-9.4% |