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 | $58,588 | $98,240-40.4% | $82,312-28.8% | $147,587-60.3% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+18.9pp | 82.8%+13.0pp |
| Annual return | 15.65% | 30.85%-15.2pp | 25.88%-10.2pp | 578.60%-563.0pp |
| Employer contribution / active EE | $4,176 | $3,192+30.8% | $2,428+72.0% | $4,876-14.4% |
| Participant deferral / active EE | $5,143 | $4,383+17.3% | $3,706+38.8% | $5,439-5.4% |
| Admin fee / account holder | $5,139 | $8,563-40.0% | $5,608-8.4% | $10,886-52.8% |