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 | $147,286 | $109,905+34.0% | $98,506+49.5% | $167,553-12.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.28% | 1960.20%-1947.9pp | 1494.92%-1482.6pp | 478.89%-466.6pp |
| Employer contribution / active EE | $8,749 | $3,226+171.2% | $2,961+195.5% | $4,840+80.8% |
| Participant deferral / active EE | $10,668 | $4,674+128.2% | $4,277+149.4% | $6,343+68.2% |
| Admin fee / account holder | $19,869 | $6,760+193.9% | $5,955+233.7% | $12,316+61.3% |