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 | $123,155+23.2% | $108,753+39.5% | $155,188-2.2% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 19.06% | 44.73%-25.7pp | 37.47%-18.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $5,589 | $2,811+98.8% | $2,427+130.3% | $4,248+31.6% |
| Participant deferral / active EE | $12,619 | $4,623+173.0% | $4,115+206.7% | $6,531+93.2% |
| Admin fee / account holder | $25,045 | $12,126+106.5% | $10,320+142.7% | $14,480+73.0% |