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 | $112,465 | $103,008+9.2% | $90,304+24.5% | $152,897-26.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.50% | 95.22%-74.7pp | 78.13%-57.6pp | 345.43%-324.9pp |
| Employer contribution / active EE | $8,661 | $3,139+175.9% | $2,855+203.4% | $4,764+81.8% |
| Participant deferral / active EE | $9,367 | $4,281+118.8% | $3,885+141.1% | $5,851+60.1% |
| Admin fee / account holder | $34,442 | $6,175+457.8% | $5,354+543.3% | $11,599+196.9% |