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 | $88,778+89.4% | $81,844+105.5% | $145,884+15.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.25% | 1033.03%-1020.8pp | 778.87%-766.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $13,092 | $3,087+324.1% | $2,916+348.9% | $4,662+180.8% |
| Participant deferral / active EE | $10,782 | $4,648+131.9% | $4,323+149.4% | $6,690+61.2% |
| Admin fee / account holder | $6,941 | $8,430-17.7% | $7,355-5.6% | $13,392-48.2% |