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 | $130,759 | $60,139+117.4% | $90,461+44.5% | $79,856+63.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.02% | 71.96%-57.9pp | 1294.76%-1280.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,842 | $2,069+37.4% | $3,264-12.9% | $2,471+15.0% |
| Participant deferral / active EE | $4,023 | $2,939+36.9% | $3,964+1.5% | $3,741+7.5% |
| Admin fee / account holder | $3,764 | $3,978-5.4% | $5,617-33.0% | $5,306-29.1% |