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 | $104,318 | $109,905-5.1% | $98,506+5.9% | $167,553-37.7% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 22.90% | 1960.20%-1937.3pp | 1494.92%-1472.0pp | 478.89%-456.0pp |
| Employer contribution / active EE | $3,059 | $3,226-5.2% | $2,961+3.3% | $4,840-36.8% |
| Participant deferral / active EE | $7,600 | $4,674+62.6% | $4,277+77.7% | $6,343+19.8% |
| Admin fee / account holder | $2,715 | $6,760-59.8% | $5,955-54.4% | $12,316-78.0% |