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 | $88,710+10.2% | $81,783+19.5% | $145,959-33.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 12.13% | 1027.26%-1015.1pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,145 | $3,083+34.5% | $2,913+42.3% | $4,661-11.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $612 | $8,407-92.7% | $7,380-91.7% | $13,398-95.4% |