Filed August 22, 2019 (most recent of 5 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 | $163,927 | $45,152+263.1% | $73,836+122.0% | $59,633+174.9% |
| Participation rate | 97.4% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.7pp |
| Annual return | 5.08% | 27.40%-22.3pp | 2268.06%-2263.0pp | 2041.45%-2036.4pp |
| Employer contribution / active EE | $13,883 | $1,901+630.2% | $2,787+398.0% | $2,203+530.3% |
| Participant deferral / active EE | $9,573 | $2,573+272.1% | $3,583+167.2% | $3,192+199.9% |
| Admin fee / account holder | $14,569 | $3,515+314.5% | $4,882+198.4% | $4,297+239.0% |