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 | $122,607 | $60,139+103.9% | $90,461+35.5% | $79,856+53.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.33% | 71.96%-57.6pp | 1294.76%-1280.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $12,209 | $2,069+490.2% | $3,264+274.1% | $2,471+394.1% |
| Participant deferral / active EE | $9,274 | $2,939+215.5% | $3,964+133.9% | $3,741+147.9% |
| Admin fee / account holder | $1,159 | $3,978-70.9% | $5,617-79.4% | $5,306-78.2% |