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 | $149,610 | $48,078+211.2% | $78,676+90.2% | $62,881+137.9% |
| Participation rate | 97.7% | 65.2%+32.5pp | 73.6%+24.2pp | 69.3%+28.4pp |
| Annual return | 6.94% | 31.36%-24.4pp | 62.19%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $11,344 | $2,015+463.1% | $2,850+298.0% | $2,281+397.3% |
| Participant deferral / active EE | $8,107 | $2,587+213.4% | $3,517+130.5% | $3,203+153.1% |
| Admin fee / account holder | $23,769 | $3,206+641.4% | $4,510+427.0% | $4,296+453.3% |