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 | $51,184+34.1% | $66,439+3.3% | $86,983-21.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 15.06% | 17.07%-2.0pp | 757.66%-742.6pp | 25.83%-10.8pp |
| Employer contribution / active EE | $3,244 | $2,023+60.4% | $2,637+23.0% | $2,584+25.5% |
| Participant deferral / active EE | $6,744 | $2,927+130.4% | $3,876+74.0% | $4,194+60.8% |
| Admin fee / account holder | $904 | $4,154-78.2% | $6,173-85.4% | $7,856-88.5% |