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 | $108,638 | $48,078+126.0% | $78,676+38.1% | $62,881+72.8% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.6%+24.0pp | 69.3%+28.3pp |
| Annual return | 6.61% | 31.36%-24.8pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,406 | $2,015+218.0% | $2,850+124.8% | $2,281+180.8% |
| Participant deferral / active EE | $5,921 | $2,587+128.9% | $3,517+68.4% | $3,203+84.9% |
| Admin fee / account holder | $25,468 | $3,206+694.4% | $4,510+464.7% | $4,296+492.9% |