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 | $228,577 | $54,757+317.4% | $90,287+153.2% | $72,986+213.2% |
| Participation rate | 94.7% | 65.1%+29.6pp | 73.3%+21.5pp | 69.5%+25.2pp |
| Annual return | 23.43% | 30.63%-7.2pp | 78.10%-54.7pp | 81.01%-57.6pp |
| Employer contribution / active EE | $9,084 | $2,092+334.1% | $2,855+218.2% | $2,440+272.3% |
| Participant deferral / active EE | $9,360 | $2,887+224.2% | $3,885+140.9% | $3,607+159.5% |
| Admin fee / account holder | $6,849 | $3,972+72.4% | $5,351+28.0% | $5,124+33.7% |