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 | $89,259-10.3% | $107,187-25.3% | $82,637-3.1% |
| Participation rate | 97.9% | 67.9%+29.9pp | 75.0%+22.9pp | 68.1%+29.8pp |
| Annual return | 16.44% | 21.02%-4.6pp | 204.55%-188.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $11,939 | $3,080+287.6% | $3,782+215.7% | $2,552+367.8% |
| Participant deferral / active EE | $19,088 | $4,037+372.8% | $5,096+274.6% | $4,126+362.6% |
| Admin fee / account holder | $44,239 | $7,381+499.3% | $9,162+382.8% | $7,339+502.8% |