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 | $74,021 | $110,212-32.8% | $96,534-23.3% | $139,466-46.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 25.39% | 26.42%-1.0pp | 25.88%-0.5pp | 373.66%-348.3pp |
| Employer contribution / active EE | $5,185 | $3,620+43.2% | $2,965+74.9% | $4,754+9.1% |
| Participant deferral / active EE | $6,122 | $5,547+10.4% | $4,851+26.2% | $6,712-8.8% |
| Admin fee / account holder | $4,532 | $11,599-60.9% | $8,253-45.1% | $11,409-60.3% |