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 | $127,278 | $57,305+122.1% | $86,640+46.9% | $75,173+69.3% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 22.67% | 2674.24%-2651.6pp | 592.52%-569.8pp | 160.72%-138.0pp |
| Employer contribution / active EE | $8,988 | $2,316+288.1% | $3,024+197.2% | $2,671+236.5% |
| Participant deferral / active EE | $10,268 | $3,320+209.3% | $4,438+131.3% | $4,126+148.8% |
| Admin fee / account holder | $8,352 | $4,116+102.9% | $5,616+48.7% | $5,651+47.8% |