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 | $151,655 | $96,678+56.9% | $86,640+75.0% | $139,466+8.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.83% | 106.69%-90.9pp | 592.52%-576.7pp | 373.66%-357.8pp |
| Employer contribution / active EE | $7,571 | $3,265+131.8% | $3,024+150.3% | $4,754+59.3% |
| Participant deferral / active EE | $10,580 | $4,837+118.7% | $4,438+138.4% | $6,712+57.6% |
| Admin fee / account holder | $32,955 | $6,410+414.1% | $5,616+486.8% | $11,409+188.9% |