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 | $244,916 | $58,275+320.3% | $81,844+199.2% | $80,935+202.6% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.4%+24.6pp | 67.7%+29.4pp |
| Annual return | 23.06% | 41.82%-18.8pp | 778.87%-755.8pp | 35.66%-12.6pp |
| Employer contribution / active EE | $9,054 | $2,346+286.0% | $2,916+210.4% | $2,757+228.4% |
| Participant deferral / active EE | $8,837 | $3,285+169.0% | $4,323+104.4% | $4,299+105.5% |
| Admin fee / account holder | $6,019 | $4,749+26.8% | $7,355-18.2% | $6,924-13.1% |