Filed January 4, 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 | $204,866 | $51,638+296.7% | $68,368+199.7% | $82,448+148.5% |
| Participation rate | 88.5% | 63.6%+24.9pp | 73.8%+14.7pp | 68.1%+20.4pp |
| Annual return | 14.03% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,116 | $2,047+52.2% | $2,649+17.6% | $2,551+22.1% |
| Participant deferral / active EE | $4,076 | $2,914+39.9% | $4,123-1.1% | $4,139-1.5% |
| Admin fee / account holder | $1,672 | $4,643-64.0% | $5,150-67.5% | $7,234-76.9% |