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 | $51,638+107.9% | $68,368+57.1% | $82,448+30.2% |
| Participation rate | 92.4% | 63.6%+28.8pp | 73.8%+18.7pp | 68.1%+24.4pp |
| Annual return | 18.63% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $9,465 | $2,047+362.5% | $2,649+257.3% | $2,551+271.0% |
| Participant deferral / active EE | $7,934 | $2,914+172.3% | $4,123+92.4% | $4,139+91.7% |
| Admin fee / account holder | $4,941 | $4,643+6.4% | $5,150-4.0% | $7,234-31.7% |