Filed October 9, 2017 (most recent of 4 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 | $124,434 | $45,152+175.6% | $73,845+68.5% | $59,632+108.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.10% | 27.40%-27.3pp | 2267.91%-2267.8pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $8,551 | $1,902+349.7% | $2,788+206.8% | $2,203+288.2% |
| Participant deferral / active EE | $5,585 | $2,574+117.0% | $3,583+55.9% | $3,192+75.0% |
| Admin fee / account holder | $2,953 | $3,516-16.0% | $4,881-39.5% | $4,297-31.3% |