Filed January 29, 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 | $185,806 | $58,241+219.0% | $81,780+127.2% | $80,911+129.6% |
| Participation rate | 81.3% | 63.4%+17.8pp | 72.4%+8.9pp | 67.6%+13.6pp |
| Annual return | 18.00% | 41.73%-23.7pp | 776.27%-758.3pp | 35.63%-17.6pp |
| Employer contribution / active EE | $7,874 | $2,343+236.0% | $2,914+170.2% | $2,756+185.7% |
| Participant deferral / active EE | $12,495 | $3,283+280.6% | $4,321+189.2% | $4,297+190.8% |
| Admin fee / account holder | $28,321 | $4,973+469.5% | $7,384+283.6% | $6,935+308.4% |