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 | $135,662 | $103,038+31.7% | $90,324+50.2% | $152,909-11.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | 23.41% | 95.25%-71.8pp | 78.15%-54.7pp | 345.46%-322.1pp |
| Employer contribution / active EE | $11,105 | $3,141+253.6% | $2,856+288.8% | $4,764+133.1% |
| Participant deferral / active EE | $10,004 | $4,282+133.6% | $3,885+157.5% | $5,851+71.0% |
| Admin fee / account holder | $3,651 | $6,177-40.9% | $5,356-31.8% | $11,601-68.5% |