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 | $148,561 | $60,139+147.0% | $90,461+64.2% | $79,856+86.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.59% | 71.96%-58.4pp | 1294.76%-1281.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $5,921 | $2,069+186.2% | $3,264+81.4% | $2,471+139.6% |
| Participant deferral / active EE | $11,391 | $2,939+287.6% | $3,964+187.3% | $3,741+204.5% |
| Admin fee / account holder | $13,896 | $3,978+249.3% | $5,617+147.4% | $5,306+161.9% |