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 | $245,255 | $57,330+327.8% | $86,656+183.0% | $75,177+226.2% |
| Participation rate | 94.9% | 63.2%+31.7pp | 71.7%+23.2pp | 67.2%+27.7pp |
| Annual return | 18.43% | 2675.40%-2657.0pp | 593.09%-574.7pp | 160.75%-142.3pp |
| Employer contribution / active EE | $15,095 | $2,316+551.6% | $3,025+398.9% | $2,671+465.1% |
| Participant deferral / active EE | $12,340 | $3,320+271.7% | $4,439+178.0% | $4,126+199.0% |
| Admin fee / account holder | $57,076 | $4,115+1287.1% | $5,619+915.8% | $5,651+910.0% |