Filed February 22, 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 | $80,462 | $48,078+67.4% | $78,676+2.3% | $62,881+28.0% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.2pp | 69.3%+28.5pp |
| Annual return | 13.18% | 31.36%-18.2pp | 62.19%-49.0pp | 20.14%-7.0pp |
| Employer contribution / active EE | $9,328 | $2,015+363.0% | $2,850+227.3% | $2,281+309.0% |
| Participant deferral / active EE | $8,092 | $2,587+212.8% | $3,517+130.1% | $3,203+152.7% |
| Admin fee / account holder | $6,283 | $3,206+96.0% | $4,510+39.3% | $4,296+46.3% |