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 | $49,664 | $54,757-9.3% | $90,304-45.0% | $72,975-31.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.34% | 30.63%-9.3pp | 78.13%-56.8pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,395 | $2,093+14.4% | $2,855-16.1% | $2,440-1.8% |
| Participant deferral / active EE | $4,360 | $2,887+51.0% | $3,885+12.2% | $3,608+20.9% |
| Admin fee / account holder | $3,963 | $3,973-0.3% | $5,354-26.0% | $5,124-22.7% |