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 | $186,230 | $88,702+109.9% | $81,780+127.7% | $145,978+27.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.95% | 1029.12%-1015.2pp | 776.27%-762.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $12,725 | $3,084+312.6% | $2,914+336.7% | $4,662+173.0% |
| Participant deferral / active EE | $11,383 | $4,645+145.1% | $4,321+163.5% | $6,690+70.2% |
| Admin fee / account holder | $19,753 | $8,414+134.7% | $7,384+167.5% | $13,400+47.4% |