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 | $86,130 | $45,082+91.1% | $69,464+24.0% | $72,975+18.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.27% | 22.66%-3.4pp | 28.98%-9.7pp | 81.01%-61.7pp |
| Employer contribution / active EE | $4,639 | $2,055+125.7% | $2,779+66.9% | $2,440+90.1% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,822 | $3,057-40.4% | $3,840-52.5% | $5,124-64.4% |