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 | $74,021 | $110,270-32.9% | $96,564-23.3% | $139,500-46.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 25.39% | 26.43%-1.0pp | 25.89%-0.5pp | 373.99%-348.6pp |
| Employer contribution / active EE | $5,185 | $3,623+43.1% | $2,967+74.8% | $4,755+9.0% |
| Participant deferral / active EE | $6,122 | $5,550+10.3% | $4,852+26.2% | $6,713-8.8% |
| Admin fee / account holder | $4,532 | $11,606-60.9% | $8,256-45.1% | $11,410-60.3% |