Filed April 4, 2018 (most recent of 4 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 | $151,728 | $115,225+31.7% | $100,712+50.7% | $138,895+9.2% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 19.06% | 40.35%-21.3pp | 33.27%-14.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $5,589 | $2,771+101.7% | $2,313+141.7% | $4,194+33.3% |
| Participant deferral / active EE | $12,619 | $4,699+168.5% | $4,085+208.9% | $6,396+97.3% |
| Admin fee / account holder | $25,045 | $10,844+131.0% | $9,256+170.6% | $12,562+99.4% |