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 | $55,457+266.2% | $77,361+162.5% | $94,015+116.0% |
| Participation rate | 76.0% | 69.8%+6.2pp | 75.0%+1.0pp | 70.8%+5.2pp |
| Annual return | 19.68% | 15.57%+4.1pp | 1011.54%-991.9pp | 17.84%+1.8pp |
| Employer contribution / active EE | $3,132 | $2,255+38.9% | $2,990+4.8% | $2,790+12.3% |
| Participant deferral / active EE | $9,119 | $3,069+197.1% | $3,911+133.2% | $4,249+114.6% |
| Admin fee / account holder | $2,847 | $4,334-34.3% | $5,894-51.7% | $8,951-68.2% |