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 | $34,494 | $53,127-35.1% | $86,597-60.2% | $70,131-50.8% |
| Participation rate | 91.8% | 65.3%+26.5pp | 73.5%+18.3pp | 69.5%+22.3pp |
| Annual return | 16.46% | 27.66%-11.2pp | 964.96%-948.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $10,177 | $2,068+392.1% | $2,840+258.4% | $2,342+334.4% |
| Participant deferral / active EE | $3,666 | $2,696+36.0% | $3,609+1.6% | $3,332+10.0% |
| Admin fee / account holder | $3,261 | $3,585-9.1% | $4,906-33.5% | $4,645-29.8% |