Filed March 28, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $186,814 | $65,440+185.5% | $98,506+89.6% | $85,851+117.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.62% | 21.75%-8.1pp | 1494.92%-1481.3pp | 318.63%-305.0pp |
| Employer contribution / active EE | $9,705 | $2,169+347.4% | $2,961+227.7% | $2,565+278.3% |
| Participant deferral / active EE | $11,574 | $3,168+265.4% | $4,277+170.6% | $3,952+192.8% |
| Admin fee / account holder | $18,815 | $4,596+309.4% | $5,955+216.0% | $6,261+200.5% |