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 | $121,797 | $99,011+23.0% | $86,582+40.7% | $147,586-17.5% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 15.19% | 1312.75%-1297.6pp | 965.08%-949.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $8,476 | $3,132+170.6% | $2,839+198.5% | $4,876+73.8% |
| Participant deferral / active EE | $10,274 | $3,972+158.6% | $3,609+184.7% | $5,439+88.9% |
| Admin fee / account holder | $2,140 | $5,709-62.5% | $4,904-56.4% | $10,886-80.3% |