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 | $96,309 | $49,255+95.5% | $70,494+36.6% | $79,856+20.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.92% | 30.10%-16.2pp | 109.16%-95.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,847 | $2,100+130.8% | $2,738+77.0% | $2,471+96.1% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,860 | $2,879+138.3% | $3,848+78.3% | $5,306+29.3% |