Filed May 10, 2018 (most recent of 2 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 | $105,251 | $48,337+117.7% | $67,560+55.8% | $80,959+30.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.42% | 18.26%-4.8pp | 3533.50%-3520.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $5,952 | $2,023+194.3% | $2,737+117.5% | $2,757+115.9% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,592 | $3,695-56.9% | $3,994-60.1% | $6,925-77.0% |