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 | $84,405 | $53,128+58.9% | $86,582-2.5% | $70,126+20.4% |
| Participation rate | 94.6% | 65.3%+29.3pp | 73.5%+21.1pp | 69.5%+25.1pp |
| Annual return | 18.73% | 27.66%-8.9pp | 965.08%-946.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $8,265 | $2,068+299.7% | $2,839+191.1% | $2,343+252.8% |
| Participant deferral / active EE | $7,512 | $2,695+178.7% | $3,609+108.2% | $3,332+125.5% |
| Admin fee / account holder | $8,218 | $3,584+129.3% | $4,904+67.6% | $4,645+76.9% |