Filed April 6, 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 | $37,636 | $85,171-55.8% | $172,752-78.2% | $72,975-48.4% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 19.47% | 27.32%-7.9pp | 802.97%-783.5pp | 81.01%-61.5pp |
| Employer contribution / active EE | $4,781 | $3,324+43.8% | $5,144-7.1% | $2,440+95.9% |
| Participant deferral / active EE | $4,510 | $3,260+38.3% | $5,198-13.2% | $3,608+25.0% |
| Admin fee / account holder | $12,168 | $5,880+106.9% | $13,955-12.8% | $5,124+137.5% |