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 | $170,384 | $57,330+197.2% | $86,656+96.6% | $75,177+126.6% |
| Participation rate | 77.4% | 63.2%+14.2pp | 71.7%+5.7pp | 67.2%+10.2pp |
| Annual return | 15.72% | 2675.40%-2659.7pp | 593.09%-577.4pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,479 | $2,316+7.0% | $3,025-18.1% | $2,671-7.2% |
| Participant deferral / active EE | $3,709 | $3,320+11.7% | $4,439-16.5% | $4,126-10.1% |
| Admin fee / account holder | $2,826 | $4,115-31.3% | $5,619-49.7% | $5,651-50.0% |