Filed February 1, 2017 (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 | $69,833 | $87,834-20.5% | $133,975-47.9% | $62,881+11.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.78% | 12.05%-5.3pp | 29.29%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,325 | $3,482-4.5% | $5,211-36.2% | $2,281+45.8% |
| Participant deferral / active EE | $2,730 | $4,812-43.3% | $6,282-56.5% | $3,203-14.8% |
| Admin fee / account holder | $5,551 | $5,372+3.3% | $9,324-40.5% | $4,296+29.2% |