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 | $116,998 | $65,434+78.8% | $98,483+18.8% | $85,847+36.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 20.23% | 21.75%-1.5pp | 1494.38%-1474.2pp | 318.61%-298.4pp |
| Employer contribution / active EE | $8,597 | $2,169+296.4% | $2,961+190.4% | $2,565+235.1% |
| Participant deferral / active EE | $9,854 | $3,168+211.1% | $4,276+130.4% | $3,952+149.3% |
| Admin fee / account holder | $2,852 | $4,595-37.9% | $5,953-52.1% | $6,261-54.4% |