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 | $138,340 | $100,911+37.1% | $90,440+53.0% | $158,966-13.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.50% | 1726.62%-1705.1pp | 1294.38%-1272.9pp | 302.95%-281.5pp |
| Employer contribution / active EE | $9,350 | $3,690+153.4% | $3,263+186.5% | $4,762+96.3% |
| Participant deferral / active EE | $15,605 | $4,348+258.9% | $3,964+293.7% | $5,983+160.8% |
| Admin fee / account holder | $46,610 | $6,507+616.3% | $5,615+730.1% | $11,250+314.3% |