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 | $41,450 | $54,541-24.0% | $78,778-47.4% | $70,131-40.9% |
| Participation rate | 70.4% | 60.8%+9.6pp | 69.2%+1.2pp | 69.5%+0.8pp |
| Annual return | 18.28% | 21.07%-2.8pp | 35.62%-17.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,366 | $1,089+209.2% | $1,986+69.5% | $2,342+43.7% |
| Participant deferral / active EE | $6,641 | $2,210+200.5% | $2,958+124.5% | $3,332+99.3% |
| Admin fee / account holder | $418 | $3,709-88.7% | $5,134-91.9% | $4,645-91.0% |