Filed December 27, 2018 (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 | $161,683 | $100,041+61.6% | $149,718+8.0% | $70,131+130.5% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 20.46% | 27.43%-7.0pp | 1501.67%-1481.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $9,665 | $3,662+164.0% | $5,445+77.5% | $2,342+312.6% |
| Participant deferral / active EE | $8,594 | $4,983+72.5% | $6,569+30.8% | $3,332+157.9% |
| Admin fee / account holder | $5,680 | $8,286-31.5% | $11,283-49.7% | $4,645+22.3% |