Filed July 25, 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 | $197,398 | $57,305+244.5% | $86,640+127.8% | $75,173+162.6% |
| Participation rate | 95.5% | 63.2%+32.2pp | 71.7%+23.7pp | 67.2%+28.3pp |
| Annual return | 17.15% | 2674.24%-2657.1pp | 592.52%-575.4pp | 160.72%-143.6pp |
| Employer contribution / active EE | $7,284 | $2,316+214.5% | $3,024+140.8% | $2,671+172.7% |
| Participant deferral / active EE | $6,732 | $3,320+102.8% | $4,438+51.7% | $4,126+63.1% |
| Admin fee / account holder | $19,143 | $4,116+365.1% | $5,616+240.9% | $5,651+238.8% |