Filed December 17, 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 | $160,143 | $126,113+27.0% | $116,096+37.9% | $155,188+3.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 11.18% | 391.72%-380.5pp | 326.25%-315.1pp | 148.84%-137.7pp |
| Employer contribution / active EE | $9,375 | $2,672+250.9% | $2,503+274.5% | $4,248+120.7% |
| Participant deferral / active EE | $7,595 | $4,162+82.5% | $3,952+92.2% | $6,531+16.3% |
| Admin fee / account holder | $13,341 | $8,045+65.8% | $7,704+73.2% | $14,480-7.9% |