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 | $61,125-8.2% | $94,057-40.3% | $87,485-35.8% |
| Participation rate | 80.5% | 64.1%+16.4pp | 73.3%+7.1pp | 68.9%+11.6pp |
| Annual return | 26.07% | 35.20%-9.1pp | 480.62%-454.6pp | 26.06%0pp |
| Employer contribution / active EE | $2,336 | $2,136+9.3% | $2,933-20.4% | $2,596-10.0% |
| Participant deferral / active EE | $4,429 | $3,260+35.9% | $4,709-5.9% | $4,274+3.6% |
| Admin fee / account holder | $5,178 | $5,629-8.0% | $7,244-28.5% | $7,775-33.4% |