Filed August 29, 2018 (most recent of 6 filings on file)
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 | $62,282 | $98,240-36.6% | $82,312-24.3% | $147,587-57.8% |
| Participation rate | 90.5% | 79.7%+10.8pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 14.94% | 30.85%-15.9pp | 25.88%-10.9pp | 578.60%-563.7pp |
| Employer contribution / active EE | $1,485 | $3,192-53.5% | $2,428-38.8% | $4,876-69.5% |
| Participant deferral / active EE | $3,430 | $4,383-21.7% | $3,706-7.4% | $5,439-36.9% |
| Admin fee / account holder | $620 | $8,563-92.8% | $5,608-88.9% | $10,886-94.3% |