Filed February 11, 2019 (most recent of 2 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 | $144,845 | $169,361-14.5% | $129,397+11.9% | $145,877-0.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.62% | 14395.54%-14375.9pp | 9453.98%-9434.4pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,166 | $5,542-79.0% | $4,154-71.9% | $4,663-75.0% |
| Participant deferral / active EE | $3,066 | $4,987-38.5% | $4,167-26.4% | $6,691-54.2% |
| Admin fee / account holder | $9,133 | $9,903-7.8% | $7,679+18.9% | $13,402-31.9% |