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 | $88,754+89.5% | $81,820+105.5% | $145,877+15.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.25% | 1031.77%-1019.5pp | 777.93%-765.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $13,092 | $3,085+324.3% | $2,915+349.1% | $4,663+180.8% |
| Participant deferral / active EE | $10,782 | $4,648+132.0% | $4,323+149.4% | $6,691+61.1% |
| Admin fee / account holder | $6,941 | $8,424-17.6% | $7,391-6.1% | $13,402-48.2% |