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 | $82,300 | $58,275+41.2% | $81,844+0.6% | $80,935+1.7% |
| Participation rate | 88.1% | 63.5%+24.6pp | 72.4%+15.7pp | 67.7%+20.4pp |
| Annual return | 13.71% | 41.82%-28.1pp | 778.87%-765.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $7,713 | $2,346+228.8% | $2,916+164.5% | $2,757+179.8% |
| Participant deferral / active EE | $7,294 | $3,285+122.0% | $4,323+68.7% | $4,299+69.7% |
| Admin fee / account holder | $5,349 | $4,749+12.7% | $7,355-27.3% | $6,924-22.7% |