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 | $62,506 | $60,139+3.9% | $90,461-30.9% | $79,856-21.7% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 18.51% | 71.96%-53.5pp | 1294.76%-1276.3pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,652 | $2,069+28.2% | $3,264-18.7% | $2,471+7.3% |
| Participant deferral / active EE | $5,306 | $2,939+80.6% | $3,964+33.8% | $3,741+41.9% |
| Admin fee / account holder | $4,452 | $3,978+11.9% | $5,617-20.7% | $5,306-16.1% |