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 | $184,653 | $65,434+182.2% | $98,483+87.5% | $85,847+115.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.71% | 21.75%-3.0pp | 1494.38%-1475.7pp | 318.61%-299.9pp |
| Employer contribution / active EE | $5,626 | $2,169+159.4% | $2,961+90.0% | $2,565+119.3% |
| Participant deferral / active EE | $11,460 | $3,168+261.8% | $4,276+168.0% | $3,952+190.0% |
| Admin fee / account holder | $6,753 | $4,595+46.9% | $5,953+13.4% | $6,261+7.9% |