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 | $186,666 | $58,311+220.1% | $81,882+128.0% | $80,959+130.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.45% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $9,373 | $2,347+299.4% | $2,916+221.4% | $2,757+239.9% |
| Participant deferral / active EE | $11,283 | $3,287+243.3% | $4,323+161.0% | $4,300+162.4% |
| Admin fee / account holder | $27,616 | $4,752+481.1% | $7,360+275.2% | $6,925+298.8% |