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 | $180,767 | $57,330+215.3% | $86,656+108.6% | $75,177+140.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.63% | 2675.40%-2658.8pp | 593.09%-576.5pp | 160.75%-144.1pp |
| Employer contribution / active EE | $9,092 | $2,316+292.5% | $3,025+200.5% | $2,671+240.4% |
| Participant deferral / active EE | $11,315 | $3,320+240.8% | $4,439+154.9% | $4,126+174.2% |
| Admin fee / account holder | $19,437 | $4,115+372.4% | $5,619+245.9% | $5,651+243.9% |