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 | $57,330+244.3% | $86,656+127.8% | $75,177+162.6% |
| Participation rate | 95.5% | 63.2%+32.3pp | 71.7%+23.7pp | 67.2%+28.2pp |
| Annual return | 17.15% | 2675.40%-2658.2pp | 593.09%-575.9pp | 160.75%-143.6pp |
| Employer contribution / active EE | $7,284 | $2,316+214.4% | $3,025+140.7% | $2,671+172.7% |
| Participant deferral / active EE | $6,732 | $3,320+102.8% | $4,439+51.6% | $4,126+63.1% |
| Admin fee / account holder | $19,143 | $4,115+365.2% | $5,619+240.7% | $5,651+238.7% |