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 | $58,258+160.5% | $81,820+85.5% | $80,925+87.5% |
| Participation rate | 97.9% | 63.5%+34.5pp | 72.4%+25.5pp | 67.7%+30.3pp |
| Annual return | 14.81% | 41.76%-27.0pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $9,236 | $2,345+293.8% | $2,915+216.8% | $2,756+235.1% |
| Participant deferral / active EE | $11,159 | $3,284+239.8% | $4,323+158.2% | $4,299+159.6% |
| Admin fee / account holder | $6,160 | $4,976+23.8% | $7,391-16.6% | $6,940-11.2% |