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 | $154,376 | $96,643+59.7% | $86,617+78.2% | $139,456+10.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.16% | 106.57%-88.4pp | 591.91%-573.8pp | 373.45%-355.3pp |
| Employer contribution / active EE | $8,457 | $3,264+159.1% | $3,023+179.7% | $4,753+77.9% |
| Participant deferral / active EE | $13,245 | $4,835+173.9% | $4,437+198.5% | $6,711+97.4% |
| Admin fee / account holder | $5,174 | $6,406-19.2% | $5,613-7.8% | $11,407-54.6% |