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 | $104,230 | $54,757+90.3% | $90,304+15.4% | $72,975+42.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.85% | 30.63%-11.8pp | 78.13%-59.3pp | 81.01%-62.2pp |
| Employer contribution / active EE | $12,156 | $2,093+480.7% | $2,855+325.8% | $2,440+398.2% |
| Participant deferral / active EE | $9,045 | $2,887+213.3% | $3,885+132.8% | $3,608+150.7% |
| Admin fee / account holder | $15,290 | $3,973+284.8% | $5,354+185.6% | $5,124+198.4% |