Filed August 17, 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 | $123,738 | $45,152+174.0% | $73,836+67.6% | $59,633+107.5% |
| Participation rate | 92.7% | 64.0%+28.7pp | 73.4%+19.2pp | 68.7%+24.0pp |
| Annual return | 2.20% | 27.40%-25.2pp | 2268.06%-2265.9pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $5,633 | $1,901+196.3% | $2,787+102.1% | $2,203+155.7% |
| Participant deferral / active EE | $5,570 | $2,573+116.5% | $3,583+55.5% | $3,192+74.5% |
| Admin fee / account holder | $28,567 | $3,515+712.8% | $4,882+485.2% | $4,297+564.8% |