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 | $118,873 | $117,895+0.8% | $102,460+16.0% | $145,897-18.5% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.6pp |
| Annual return | 23.35% | 31.92%-8.6pp | 29.47%-6.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $1,015 | $3,619-72.0% | $3,025-66.4% | $4,663-78.2% |
| Participant deferral / active EE | $3,077 | $5,736-46.4% | $5,056-39.1% | $6,689-54.0% |
| Admin fee / account holder | $9,139 | $13,353-31.6% | $9,460-3.4% | $13,390-31.7% |