Filed January 12, 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 | $86,874 | $117,904-26.3% | $102,457-15.2% | $145,978-40.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 18.95% | 31.80%-12.8pp | 29.41%-10.5pp | 550.52%-531.6pp |
| Employer contribution / active EE | $4,193 | $3,613+16.0% | $3,022+38.7% | $4,662-10.1% |
| Participant deferral / active EE | $5,574 | $5,733-2.8% | $5,054+10.3% | $6,690-16.7% |
| Admin fee / account holder | $3,129 | $13,329-76.5% | $9,451-66.9% | $13,400-76.6% |