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 | $199,255 | $60,139+231.3% | $90,461+120.3% | $79,856+149.5% |
| Participation rate | 98.1% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.5pp |
| Annual return | 17.71% | 71.96%-54.3pp | 1294.76%-1277.1pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,190 | $2,069+247.5% | $3,264+120.3% | $2,471+190.9% |
| Participant deferral / active EE | $6,248 | $2,939+112.6% | $3,964+57.6% | $3,741+67.0% |
| Admin fee / account holder | $22,631 | $3,978+468.9% | $5,617+302.9% | $5,306+326.5% |