Filed September 14, 2018 (most recent of 2 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 | $97,727 | $88,778+10.1% | $81,844+19.4% | $145,884-33.0% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 12.13% | 1033.03%-1020.9pp | 778.87%-766.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,145 | $3,087+34.3% | $2,916+42.1% | $4,662-11.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $612 | $8,430-92.7% | $7,355-91.7% | $13,392-95.4% |