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 | $119,051 | $90,509+31.5% | $78,693+51.3% | $273,968-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.29% | 75.61%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $11,457 | $3,175+260.8% | $2,850+302.0% | $4,869+135.3% |
| Participant deferral / active EE | $14,155 | $3,901+262.8% | $3,517+302.5% | $5,287+167.7% |
| Admin fee / account holder | $5,395 | $5,264+2.5% | $4,511+19.6% | $10,132-46.8% |