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 | $138,541 | $54,763+153.0% | $90,324+53.4% | $72,976+89.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.42% | 30.63%-8.2pp | 78.15%-55.7pp | 81.02%-58.6pp |
| Employer contribution / active EE | $8,729 | $2,093+317.0% | $2,856+205.7% | $2,440+257.7% |
| Participant deferral / active EE | $10,977 | $2,887+280.2% | $3,885+182.5% | $3,608+204.3% |
| Admin fee / account holder | $7,063 | $3,973+77.7% | $5,356+31.9% | $5,124+37.8% |