Filed August 24, 2017 (most recent of 3 filings on file)
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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 | $56,137 | $51,638+8.7% | $68,368-17.9% | $82,448-31.9% |
| Participation rate | 80.5% | 63.6%+16.9pp | 73.8%+6.7pp | 68.1%+12.4pp |
| Annual return | 26.07% | 37.53%-11.5pp | 292.57%-266.5pp | 41.64%-15.6pp |
| Employer contribution / active EE | $2,336 | $2,047+14.1% | $2,649-11.8% | $2,551-8.4% |
| Participant deferral / active EE | $4,429 | $2,914+52.0% | $4,123+7.4% | $4,139+7.0% |
| Admin fee / account holder | $5,178 | $4,643+11.5% | $5,150+0.6% | $7,234-28.4% |