Filed December 8, 2016 (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 | $28,168 | $85,766-67.2% | $136,298-79.3% | $70,126-59.8% |
| Participation rate | 90.2% | 74.2%+16.0pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | 30.46% | 31.46%-1.0pp | 5156.27%-5125.8pp | 73.15%-42.7pp |
| Employer contribution / active EE | $2,024 | $2,966-31.8% | $4,696-56.9% | $2,343-13.6% |
| Participant deferral / active EE | $3,897 | $5,051-22.8% | $6,247-37.6% | $3,332+17.0% |
| Admin fee / account holder | $1,728 | $5,421-68.1% | $9,244-81.3% | $4,645-62.8% |