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 | $96,048 | $112,136-14.3% | $95,968+0.1% | $158,988-39.6% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 14.91% | 171.21%-156.3pp | 91.65%-76.7pp | 303.00%-288.1pp |
| Employer contribution / active EE | $5,068 | $3,199+58.4% | $2,542+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 | $10,137+55.6% | $6,798+132.1% | $11,252+40.2% |