Filed January 12, 2018 (most recent of 2 filings on file)
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 | $117,895-26.3% | $102,460-15.2% | $145,897-40.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 18.95% | 31.92%-13.0pp | 29.47%-10.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $4,193 | $3,619+15.9% | $3,025+38.6% | $4,663-10.1% |
| Participant deferral / active EE | $5,574 | $5,736-2.8% | $5,056+10.2% | $6,689-16.7% |
| Admin fee / account holder | $3,129 | $13,353-76.6% | $9,460-66.9% | $13,390-76.6% |