Filed September 28, 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 | $206,018 | $88,815+132.0% | $81,882+151.6% | $145,897+41.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.78% | 1033.75%-1020.0pp | 779.47%-765.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $15,751 | $3,086+410.3% | $2,916+440.1% | $4,663+237.8% |
| Participant deferral / active EE | $14,603 | $4,647+214.2% | $4,323+237.8% | $6,689+118.3% |
| Admin fee / account holder | $58,293 | $8,434+591.1% | $7,360+692.1% | $13,390+335.3% |