Filed November 29, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $209,244 | $58,275+259.1% | $81,844+155.7% | $80,935+158.5% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 14.83% | 41.82%-27.0pp | 778.87%-764.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $6,037 | $2,346+157.3% | $2,916+107.0% | $2,757+119.0% |
| Participant deferral / active EE | $11,212 | $3,285+241.3% | $4,323+159.3% | $4,299+160.8% |
| Admin fee / account holder | $24,751 | $4,749+421.2% | $7,355+236.5% | $6,924+257.5% |