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 | $198,545 | $64,920+205.8% | $103,693+91.5% | $86,983+128.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.10% | 30.29%-18.2pp | 47.61%-35.5pp | 25.83%-13.7pp |
| Employer contribution / active EE | $6,763 | $2,141+215.9% | $2,920+131.6% | $2,584+161.7% |
| Participant deferral / active EE | $12,444 | $3,241+283.9% | $4,579+171.7% | $4,194+196.7% |
| Admin fee / account holder | $38,061 | $6,191+514.7% | $7,858+384.4% | $7,856+384.5% |