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 | $113,852 | $54,763+107.9% | $90,324+26.0% | $72,976+56.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.21% | 30.63%-10.4pp | 78.15%-57.9pp | 81.02%-60.8pp |
| Employer contribution / active EE | $4,577 | $2,093+118.6% | $2,856+60.3% | $2,440+87.6% |
| Participant deferral / active EE | $9,107 | $2,887+215.4% | $3,885+134.4% | $3,608+152.4% |
| Admin fee / account holder | $22,808 | $3,973+474.0% | $5,356+325.9% | $5,124+345.1% |