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 | $75,028 | $39,132+91.7% | $57,196+31.2% | $62,881+19.3% |
| Participation rate | 82.8% | 70.5%+12.3pp | 75.3%+7.4pp | 69.3%+13.5pp |
| Annual return | 6.92% | 9.24%-2.3pp | 14.59%-7.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,838 | $1,874+104.8% | $2,683+43.0% | $2,281+68.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,870 | $2,594+357.6% | $3,141+278.0% | $4,296+176.3% |