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 | $203,515 | $53,128+283.1% | $86,582+135.1% | $70,126+190.2% |
| Participation rate | 90.7% | 65.3%+25.4pp | 73.5%+17.2pp | 69.5%+21.2pp |
| Annual return | 21.08% | 27.66%-6.6pp | 965.08%-944.0pp | 73.15%-52.1pp |
| Employer contribution / active EE | $11,764 | $2,068+468.9% | $2,839+314.3% | $2,343+402.2% |
| Participant deferral / active EE | $9,072 | $2,695+236.6% | $3,609+151.4% | $3,332+172.3% |
| Admin fee / account holder | $4,153 | $3,584+15.9% | $4,904-15.3% | $4,645-10.6% |