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 | $107,862 | $53,128+103.0% | $86,582+24.6% | $70,126+53.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.25% | 27.66%-11.4pp | 965.08%-948.8pp | 73.15%-56.9pp |
| Employer contribution / active EE | $9,557 | $2,068+362.1% | $2,839+236.6% | $2,343+308.0% |
| Participant deferral / active EE | $8,833 | $2,695+227.7% | $3,609+144.8% | $3,332+165.1% |
| Admin fee / account holder | $6,143 | $3,584+71.4% | $4,904+25.3% | $4,645+32.2% |