Filed December 14, 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 | $107,380 | $61,125+75.7% | $94,057+14.2% | $87,485+22.7% |
| Participation rate | 92.4% | 64.1%+28.4pp | 73.3%+19.1pp | 68.9%+23.5pp |
| Annual return | 18.63% | 35.20%-16.6pp | 480.62%-462.0pp | 26.06%-7.4pp |
| Employer contribution / active EE | $9,465 | $2,136+343.0% | $2,933+222.7% | $2,596+264.6% |
| Participant deferral / active EE | $7,934 | $3,260+143.4% | $4,709+68.5% | $4,274+85.7% |
| Admin fee / account holder | $4,941 | $5,629-12.2% | $7,244-31.8% | $7,775-36.4% |