Filed March 30, 2017 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,721 | $160,059+59.8% | $140,019+82.6% | $135,380+88.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.65% | 911.48%-915.1pp | 651.17%-654.8pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,169 | $6,420-50.6% | $5,605-43.5% | $4,779-33.7% |
| Participant deferral / active EE | $3,519 | $7,641-53.9% | $6,927-49.2% | $5,609-37.3% |
| Admin fee / account holder | $5,144 | $13,328-61.4% | $10,705-52.0% | $10,828-52.5% |