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 | $127,692 | $53,128+140.3% | $86,582+47.5% | $70,126+82.1% |
| Participation rate | 94.4% | 65.3%+29.1pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 14.43% | 27.66%-13.2pp | 965.08%-950.7pp | 73.15%-58.7pp |
| Employer contribution / active EE | $4,368 | $2,068+111.2% | $2,839+53.8% | $2,343+86.5% |
| Participant deferral / active EE | $8,950 | $2,695+232.1% | $3,609+148.0% | $3,332+168.6% |
| Admin fee / account holder | $11,252 | $3,584+214.0% | $4,904+129.4% | $4,645+142.2% |