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 | $117,205 | $103,038+13.7% | $90,324+29.8% | $152,909-23.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.47% | 95.25%-76.8pp | 78.15%-59.7pp | 345.46%-327.0pp |
| Employer contribution / active EE | $11,023 | $3,141+251.0% | $2,856+286.0% | $4,764+131.4% |
| Participant deferral / active EE | $11,327 | $4,282+164.5% | $3,885+191.5% | $5,851+93.6% |
| Admin fee / account holder | $16,569 | $6,177+168.2% | $5,356+209.4% | $11,601+42.8% |