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 | $58,487 | $49,177+18.9% | $79,466-26.4% | $64,173-8.9% |
| Participation rate | 73.1% | 65.0%+8.0pp | 73.3%-0.3pp | 69.6%+3.5pp |
| Annual return | -2.57% | -1.16%-1.4pp | 718.28%-720.9pp | 7.63%-10.2pp |
| Employer contribution / active EE | $4,794 | $2,076+130.9% | $2,800+71.2% | $2,381+101.4% |
| Participant deferral / active EE | $3,970 | $2,821+40.7% | $3,704+7.2% | $3,470+14.4% |
| Admin fee / account holder | $16,639 | $3,839+333.4% | $5,104+226.0% | $4,887+240.5% |