Filed November 29, 2018 (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 | $91,443 | $72,071+26.9% | $68,368+33.8% | $137,256-33.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.10% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $10,697 | $2,788+283.7% | $2,649+303.8% | $4,156+157.4% |
| Participant deferral / active EE | $19,869 | $4,410+350.5% | $4,123+381.9% | $6,407+210.1% |
| Admin fee / account holder | $6,003 | $5,336+12.5% | $5,150+16.6% | $12,270-51.1% |