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 | $115,039 | $92,743+24.0% | $82,744+39.0% | $134,532-14.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.67% | 946.63%-961.3pp | 702.22%-716.9pp | 418.27%-432.9pp |
| Employer contribution / active EE | $8,157 | $3,273+149.3% | $3,008+171.2% | $4,741+72.1% |
| Participant deferral / active EE | $12,576 | $4,802+161.9% | $4,395+186.2% | $6,401+96.5% |
| Admin fee / account holder | $17,312 | $5,977+189.6% | $5,325+225.1% | $11,429+51.5% |