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 | $109,245 | $45,152+141.9% | $73,836+48.0% | $59,633+83.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 3.16% | 27.40%-24.2pp | 2268.06%-2264.9pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $7,937 | $1,901+317.5% | $2,787+184.7% | $2,203+260.3% |
| Participant deferral / active EE | $6,882 | $2,573+167.5% | $3,583+92.1% | $3,192+115.6% |
| Admin fee / account holder | $5,895 | $3,515+67.7% | $4,882+20.7% | $4,297+37.2% |