Filed April 12, 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 | $168,157 | $88,815+89.3% | $81,882+105.4% | $145,897+15.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.25% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $13,092 | $3,086+324.2% | $2,916+349.0% | $4,663+180.8% |
| Participant deferral / active EE | $10,782 | $4,647+132.0% | $4,323+149.4% | $6,689+61.2% |
| Admin fee / account holder | $6,941 | $8,434-17.7% | $7,360-5.7% | $13,390-48.2% |