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 | $139,099 | $100,938+37.8% | $90,461+53.8% | $158,982-12.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.72% | 1727.20%-1715.5pp | 1294.76%-1283.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $10,666 | $3,691+188.9% | $3,264+226.8% | $4,763+123.9% |
| Participant deferral / active EE | $11,158 | $4,350+156.5% | $3,964+181.4% | $5,983+86.5% |
| Admin fee / account holder | $6,484 | $6,510-0.4% | $5,617+15.4% | $11,252-42.4% |