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 | $174,741 | $100,911+73.2% | $90,440+93.2% | $158,966+9.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 41.23% | 1726.62%-1685.4pp | 1294.38%-1253.2pp | 302.95%-261.7pp |
| Employer contribution / active EE | $9,892 | $3,690+168.0% | $3,263+203.1% | $4,762+107.7% |
| Participant deferral / active EE | $9,796 | $4,348+125.3% | $3,964+147.1% | $5,983+63.7% |
| Admin fee / account holder | $484 | $6,507-92.6% | $5,615-91.4% | $11,250-95.7% |