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 | $61,125+187.2% | $94,057+86.7% | $87,485+100.7% |
| Participation rate | 97.5% | 64.1%+33.4pp | 73.3%+24.2pp | 68.9%+28.6pp |
| Annual return | 16.57% | 35.20%-18.6pp | 480.62%-464.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $11,122 | $2,136+420.6% | $2,933+279.2% | $2,596+328.4% |
| Participant deferral / active EE | $13,837 | $3,260+324.4% | $4,709+193.8% | $4,274+223.8% |
| Admin fee / account holder | $38,495 | $5,629+583.9% | $7,244+431.4% | $7,775+395.1% |