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 | $80,058 | $88,672-9.7% | $105,223-23.9% | $82,448-2.9% |
| Participation rate | 97.9% | 67.9%+29.9pp | 75.0%+22.8pp | 68.1%+29.8pp |
| Annual return | 16.44% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $11,939 | $3,048+291.7% | $3,689+223.7% | $2,551+368.0% |
| Participant deferral / active EE | $19,088 | $4,036+372.9% | $5,072+276.4% | $4,139+361.1% |
| Admin fee / account holder | $44,239 | $7,146+519.1% | $8,859+399.4% | $7,234+511.5% |