Filed July 31, 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 | $187,796 | $72,071+160.6% | $68,368+174.7% | $137,256+36.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.88% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,750 | $2,788+142.1% | $2,649+154.8% | $4,156+62.4% |
| Participant deferral / active EE | $9,880 | $4,410+124.0% | $4,123+139.7% | $6,407+54.2% |
| Admin fee / account holder | $9,035 | $5,336+69.3% | $5,150+75.4% | $12,270-26.4% |