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 | $181,579 | $92,743+95.8% | $82,744+119.4% | $134,532+35.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.89% | 946.63%-964.5pp | 702.22%-720.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $11,365 | $3,273+247.3% | $3,008+277.8% | $4,741+139.7% |
| Participant deferral / active EE | $13,830 | $4,802+188.0% | $4,395+214.7% | $6,401+116.1% |
| Admin fee / account holder | $3,606 | $5,977-39.7% | $5,325-32.3% | $11,429-68.4% |