Filed January 4, 2018 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,566 | $51,638+240.0% | $68,368+156.8% | $82,448+112.9% |
| Participation rate | 97.5% | 63.6%+33.9pp | 73.8%+23.7pp | 68.1%+29.4pp |
| Annual return | 16.57% | 37.53%-21.0pp | 292.57%-276.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $11,122 | $2,047+443.5% | $2,649+319.9% | $2,551+336.0% |
| Participant deferral / active EE | $13,837 | $2,914+374.9% | $4,123+235.6% | $4,139+234.3% |
| Admin fee / account holder | $38,495 | $4,643+729.0% | $5,150+647.5% | $7,234+432.1% |