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 | $103,409 | $46,599+121.9% | $64,101+61.3% | $75,173+37.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.99% | 26.06%-10.1pp | 33.72%-17.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $5,429 | $1,975+174.9% | $2,749+97.5% | $2,671+103.3% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,354 | $2,956+148.8% | $3,070+139.5% | $5,651+30.1% |