Filed April 17, 2017 (most recent of 2 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 | $203,084 | $47,479+327.7% | $62,929+222.7% | $82,448+146.3% |
| Participation rate | 76.0% | 66.9%+9.1pp | 73.1%+2.9pp | 68.1%+7.9pp |
| Annual return | 19.68% | 20.34%-0.7pp | 1063.93%-1044.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,132 | $1,885+66.1% | $2,505+25.1% | $2,551+22.8% |
| Participant deferral / active EE | $9,119 | $2,870+217.7% | $3,888+134.5% | $4,139+120.3% |
| Admin fee / account holder | $2,847 | $3,804-25.2% | $5,065-43.8% | $7,234-60.6% |