Filed May 18, 2017 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,846 | $88,754+299.8% | $81,820+333.7% | $145,877+143.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.49% | 1031.77%-1019.3pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,580 | $4,648+192.2% | $4,323+214.2% | $6,691+103.0% |
| Admin fee / account holder | $1,011 | $8,424-88.0% | $7,391-86.3% | $13,402-92.5% |