Filed March 6, 2018
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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 | $234,973 | $131,835+78.2% | $108,582+116.4% | $273,972-14.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 98.26% | -91.57%+189.8pp | -51.70%+150.0pp | 41.46%+56.8pp |
| Employer contribution / active EE | $20,000 | $4,913+307.1% | $3,758+432.1% | $4,869+310.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,617 | $10,253-16.0% | $7,645+12.7% | $10,133-15.0% |