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 | $129,922 | $57,305+126.7% | $86,640+50.0% | $75,173+72.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.61% | 2674.24%-2657.6pp | 592.52%-575.9pp | 160.72%-144.1pp |
| Employer contribution / active EE | $11,629 | $2,316+402.1% | $3,024+284.5% | $2,671+335.4% |
| Participant deferral / active EE | $10,261 | $3,320+209.1% | $4,438+131.2% | $4,126+148.7% |
| Admin fee / account holder | $7,801 | $4,116+89.5% | $5,616+38.9% | $5,651+38.1% |