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 | $274,654 | $209,888+30.9% | $189,545+44.9% | $167,553+63.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.93% | 748.66%-735.7pp | 555.36%-542.4pp | 478.89%-466.0pp |
| Employer contribution / active EE | $4,777 | $6,915-30.9% | $6,162-22.5% | $4,840-1.3% |
| Participant deferral / active EE | $5,953 | $8,934-33.4% | $8,220-27.6% | $6,343-6.1% |
| Admin fee / account holder | $8,388 | $14,300-41.3% | $12,049-30.4% | $12,316-31.9% |