Filed January 4, 2018 (most recent of 3 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 | $151,739 | $58,311+160.2% | $81,882+85.3% | $80,959+87.4% |
| Participation rate | 97.9% | 63.5%+34.4pp | 72.4%+25.5pp | 67.7%+30.2pp |
| Annual return | 14.81% | 41.85%-27.0pp | 779.47%-764.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $9,236 | $2,347+293.6% | $2,916+216.7% | $2,757+235.0% |
| Participant deferral / active EE | $11,159 | $3,287+239.5% | $4,323+158.1% | $4,300+159.5% |
| Admin fee / account holder | $6,160 | $4,752+29.6% | $7,360-16.3% | $6,925-11.0% |