Filed May 18, 2017 (most recent of 2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,378 | $96,691+213.8% | $86,656+250.1% | $139,487+117.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 16.62% | 106.87%-90.2pp | 593.09%-576.5pp | 373.84%-357.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,000 | $4,838+148.0% | $4,439+170.3% | $6,713+78.8% |
| Admin fee / account holder | $823 | $6,414-87.2% | $5,619-85.4% | $11,407-92.8% |