Filed July 31, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $136,850 | $100,938+35.6% | $90,461+51.3% | $158,982-13.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.93% | 1727.20%-1715.3pp | 1294.76%-1282.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $11,399 | $3,691+208.8% | $3,264+249.2% | $4,763+139.3% |
| Participant deferral / active EE | $8,672 | $4,350+99.4% | $3,964+118.7% | $5,983+44.9% |
| Admin fee / account holder | $21,950 | $6,510+237.2% | $5,617+290.8% | $11,252+95.1% |