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 | $88,754+132.1% | $81,820+151.8% | $145,877+41.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.78% | 1031.77%-1018.0pp | 777.93%-764.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $15,751 | $3,085+410.5% | $2,915+440.3% | $4,663+237.8% |
| Participant deferral / active EE | $14,603 | $4,648+214.2% | $4,323+237.8% | $6,691+118.3% |
| Admin fee / account holder | $58,293 | $8,424+592.0% | $7,391+688.8% | $13,402+335.0% |