Filed May 10, 2018 (most recent of 3 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 | $80,881 | $80,781+0.1% | $102,437-21.0% | $74,478+8.6% |
| Participation rate | 94.5% | 65.7%+28.9pp | 74.5%+20.0pp | 67.2%+27.3pp |
| Annual return | 15.01% | 27.58%-12.6pp | 24.95%-9.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $5,352 | $3,160+69.4% | $3,871+38.3% | $2,626+103.8% |
| Participant deferral / active EE | $8,328 | $3,862+115.6% | $5,060+64.6% | $4,350+91.4% |
| Admin fee / account holder | $3,395 | $2,372+43.1% | $8,388-59.5% | $1,946+74.5% |