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 | $58,275+218.8% | $81,844+127.0% | $80,935+129.6% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.4%+8.9pp | 67.7%+13.6pp |
| Annual return | 18.00% | 41.82%-23.8pp | 778.87%-760.9pp | 35.66%-17.7pp |
| Employer contribution / active EE | $7,874 | $2,346+235.7% | $2,916+170.0% | $2,757+185.6% |
| Participant deferral / active EE | $12,495 | $3,285+280.3% | $4,323+189.0% | $4,299+190.6% |
| Admin fee / account holder | $28,321 | $4,749+496.4% | $7,355+285.0% | $6,924+309.0% |