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 | $96,048 | $112,131-14.3% | $95,964+0.1% | $158,982-39.6% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 14.91% | 171.19%-156.3pp | 91.64%-76.7pp | 302.99%-288.1pp |
| Employer contribution / active EE | $5,068 | $3,199+58.4% | $2,541+99.4% | $4,763+6.4% |
| Participant deferral / active EE | $6,612 | $4,784+38.2% | $4,167+58.7% | $5,983+10.5% |
| Admin fee / account holder | $15,775 | $10,136+55.6% | $6,797+132.1% | $11,252+40.2% |