Filed December 29, 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 | $186,230 | $88,754+109.8% | $81,820+127.6% | $145,877+27.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.95% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $12,725 | $3,085+312.4% | $2,915+336.5% | $4,663+172.9% |
| Participant deferral / active EE | $11,383 | $4,648+144.9% | $4,323+163.3% | $6,691+70.1% |
| Admin fee / account holder | $19,753 | $8,424+134.5% | $7,391+167.3% | $13,402+47.4% |