Filed June 25, 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 | $114,339 | $102,595+11.4% | $94,057+21.6% | $154,746-26.1% |
| Participation rate | 93.8% | 76.0%+17.8pp | 73.3%+20.4pp | 80.7%+13.0pp |
| Annual return | 13.11% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,419 | $3,147+8.6% | $2,933+16.6% | $4,379-21.9% |
| Participant deferral / active EE | $11,191 | $5,118+118.6% | $4,709+137.6% | $6,730+66.3% |
| Admin fee / account holder | $3,075 | $7,736-60.3% | $7,244-57.6% | $14,365-78.6% |