Filed November 29, 2018 (most recent of 3 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 | $198,545 | $69,590+185.3% | $136,867+45.1% | $94,015+111.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 12.10% | 19.62%-7.5pp | 42.97%-30.9pp | 17.84%-5.7pp |
| Employer contribution / active EE | $6,763 | $2,396+182.2% | $3,547+90.7% | $2,790+142.4% |
| Participant deferral / active EE | $12,444 | $3,437+262.1% | $4,924+152.7% | $4,249+192.8% |
| Admin fee / account holder | $38,061 | $8,912+327.1% | $10,340+268.1% | $8,951+325.2% |