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 | $43,376 | $57,305-24.3% | $86,640-49.9% | $75,173-42.3% |
| Participation rate | 90.1% | 63.2%+26.9pp | 71.7%+18.4pp | 67.2%+22.9pp |
| Annual return | 15.94% | 2674.24%-2658.3pp | 592.52%-576.6pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,717 | $2,316-25.9% | $3,024-43.2% | $2,671-35.7% |
| Participant deferral / active EE | $3,858 | $3,320+16.2% | $4,438-13.1% | $4,126-6.5% |
| Admin fee / account holder | $8,036 | $4,116+95.2% | $5,616+43.1% | $5,651+42.2% |