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 | $116,074 | $54,355+113.5% | $82,744+40.3% | $68,486+69.5% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.2pp |
| Annual return | -10.50% | -13.67%+3.2pp | 702.22%-712.7pp | -7.85%-2.6pp |
| Employer contribution / active EE | $4,454 | $2,219+100.8% | $3,008+48.1% | $2,597+71.5% |
| Participant deferral / active EE | $8,940 | $3,246+175.4% | $4,395+103.4% | $4,028+122.0% |
| Admin fee / account holder | $17,331 | $4,397+294.2% | $5,325+225.5% | $5,404+220.7% |