Filed October 25, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $193,199 | $227,291-15.0% | $214,702-10.0% | $155,188+24.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.33% | 60.08%-49.7pp | 54.55%-44.2pp | 148.84%-138.5pp |
| Employer contribution / active EE | $8,704 | $6,772+28.5% | $6,461+34.7% | $4,248+104.9% |
| Participant deferral / active EE | $4,362 | $9,582-54.5% | $9,147-52.3% | $6,531-33.2% |
| Admin fee / account holder | $42,486 | $20,413+108.1% | $19,830+114.2% | $14,480+193.4% |