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 | $84,520 | $49,177+71.9% | $79,467+6.4% | $64,173+31.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -0.11% | -1.16%+1.0pp | 718.30%-718.4pp | 7.63%-7.7pp |
| Employer contribution / active EE | $10,164 | $2,076+389.5% | $2,800+263.0% | $2,381+326.9% |
| Participant deferral / active EE | $9,634 | $2,821+241.5% | $3,704+160.1% | $3,470+177.7% |
| Admin fee / account holder | $4,946 | $3,839+28.8% | $5,104-3.1% | $4,887+1.2% |