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 | $161,159 | $99,009+62.8% | $86,581+86.1% | $147,585+9.2% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 17.24% | 1312.70%-1295.5pp | 965.06%-947.8pp | 578.58%-561.3pp |
| Employer contribution / active EE | $9,706 | $3,132+209.9% | $2,840+241.8% | $4,876+99.0% |
| Participant deferral / active EE | $10,765 | $3,972+171.0% | $3,609+198.3% | $5,439+97.9% |
| Admin fee / account holder | $3,135 | $5,709-45.1% | $4,904-36.1% | $10,886-71.2% |