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 | $85,201 | $112,136-24.0% | $95,968-11.2% | $158,988-46.4% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 10.34% | 171.21%-160.9pp | 91.65%-81.3pp | 303.00%-292.7pp |
| Employer contribution / active EE | $1,561 | $3,199-51.2% | $2,542-38.6% | $4,763-67.2% |
| Participant deferral / active EE | $3,728 | $4,784-22.1% | $4,167-10.5% | $5,983-37.7% |
| Admin fee / account holder | $864 | $10,137-91.5% | $6,798-87.3% | $11,252-92.3% |