Filed March 28, 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 | $211,377 | $51,638+309.3% | $68,368+209.2% | $82,448+156.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.11% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $10,672 | $2,047+421.5% | $2,649+302.9% | $2,551+318.3% |
| Participant deferral / active EE | $13,078 | $2,914+348.9% | $4,123+217.2% | $4,139+216.0% |
| Admin fee / account holder | $20,176 | $4,643+334.5% | $5,150+291.8% | $7,234+178.9% |