Filed April 4, 2018 (most recent of 6 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 | $59,388 | $85,169-30.3% | $172,755-65.6% | $72,983-18.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.84% | 27.32%-10.5pp | 802.94%-786.1pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,965 | $3,324-40.9% | $5,144-61.8% | $2,440-19.5% |
| Participant deferral / active EE | $4,815 | $3,260+47.7% | $5,198-7.4% | $3,608+33.5% |
| Admin fee / account holder | $6,014 | $5,880+2.3% | $13,955-56.9% | $5,124+17.4% |