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 | $182,635 | $54,763+233.5% | $90,324+102.2% | $72,976+150.3% |
| Participation rate | 98.0% | 65.2%+32.9pp | 73.3%+24.8pp | 69.5%+28.6pp |
| Annual return | 23.03% | 30.63%-7.6pp | 78.15%-55.1pp | 81.02%-58.0pp |
| Employer contribution / active EE | $7,493 | $2,093+258.0% | $2,856+162.4% | $2,440+207.1% |
| Participant deferral / active EE | $6,831 | $2,887+136.6% | $3,885+75.8% | $3,608+89.3% |
| Admin fee / account holder | $3,219 | $3,973-19.0% | $5,356-39.9% | $5,124-37.2% |