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 | $166,136 | $60,139+176.3% | $90,461+83.7% | $79,856+108.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.42% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $9,154 | $2,069+342.5% | $3,264+180.5% | $2,471+270.4% |
| Participant deferral / active EE | $10,501 | $2,939+257.3% | $3,964+164.9% | $3,741+180.7% |
| Admin fee / account holder | $13,637 | $3,978+242.8% | $5,617+142.8% | $5,306+157.0% |