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 | $102,269 | $54,763+86.7% | $90,324+13.2% | $72,976+40.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.05% | 30.63%-8.6pp | 78.15%-56.1pp | 81.02%-59.0pp |
| Employer contribution / active EE | $2,829 | $2,093+35.2% | $2,856-0.9% | $2,440+16.0% |
| Participant deferral / active EE | $3,431 | $2,887+18.8% | $3,885-11.7% | $3,608-4.9% |
| Admin fee / account holder | $2,322 | $3,973-41.6% | $5,356-56.7% | $5,124-54.7% |