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 | $98,242 | $110,270-10.9% | $96,564+1.7% | $139,500-29.6% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 14.66% | 26.43%-11.8pp | 25.89%-11.2pp | 373.99%-359.3pp |
| Employer contribution / active EE | $1,114 | $3,623-69.3% | $2,967-62.5% | $4,755-76.6% |
| Participant deferral / active EE | $3,302 | $5,550-40.5% | $4,852-31.9% | $6,713-50.8% |
| Admin fee / account holder | $582 | $11,606-95.0% | $8,256-92.9% | $11,410-94.9% |