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 | $122,054 | $48,076+153.9% | $78,690+55.1% | $62,891+94.1% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 8.86% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $8,287 | $2,015+311.3% | $2,851+190.7% | $2,281+263.3% |
| Participant deferral / active EE | $6,907 | $2,588+166.9% | $3,517+96.4% | $3,203+115.6% |
| Admin fee / account holder | $4,947 | $3,207+54.2% | $4,511+9.7% | $4,296+15.2% |