Filed October 29, 2017
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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 | $66,980 | $137,414-51.3% | $189,545-64.7% | $85,851-22.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 52.54% | 38.14%+14.4pp | 555.36%-502.8pp | 318.63%-266.1pp |
| Employer contribution / active EE | $2,883 | $4,344-33.6% | $6,162-53.2% | $2,565+12.4% |
| Participant deferral / active EE | $3,770 | $6,260-39.8% | $8,220-54.1% | $3,952-4.6% |
| Admin fee / account holder | $6,359 | $8,630-26.3% | $12,049-47.2% | $6,261+1.6% |