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 | $100,060+61.6% | $149,721+8.0% | $70,126+130.6% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 20.46% | 27.46%-7.0pp | 1501.67%-1481.2pp | 73.15%-52.7pp |
| Employer contribution / active EE | $9,665 | $3,661+164.0% | $5,444+77.5% | $2,343+312.6% |
| Participant deferral / active EE | $8,594 | $4,982+72.5% | $6,568+30.8% | $3,332+157.9% |
| Admin fee / account holder | $5,680 | $8,285-31.4% | $11,282-49.7% | $4,645+22.3% |