Filed May 10, 2018 (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 | $68,638 | $47,479+44.6% | $62,929+9.1% | $82,448-16.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.06% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,244 | $1,885+72.0% | $2,505+29.5% | $2,551+27.2% |
| Participant deferral / active EE | $6,744 | $2,870+134.9% | $3,888+73.4% | $4,139+62.9% |
| Admin fee / account holder | $904 | $3,804-76.2% | $5,065-82.1% | $7,234-87.5% |