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 | $104,644 | $124,368-15.9% | $111,319-6.0% | $167,560-37.5% |
| Participation rate | 89.5% | 79.6%+9.8pp | 77.3%+12.1pp | 82.1%+7.4pp |
| Annual return | 22.12% | 37.46%-15.3pp | 54.68%-32.6pp | 478.94%-456.8pp |
| Employer contribution / active EE | $1,261 | $3,437-63.3% | $2,732-53.8% | $4,840-73.9% |
| Participant deferral / active EE | $3,495 | $5,181-32.5% | $4,488-22.1% | $6,343-44.9% |
| Admin fee / account holder | $2,364 | $10,623-77.7% | $7,966-70.3% | $12,317-80.8% |