Filed June 8, 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 | $144,068 | $79,523+81.2% | $140,019+2.9% | $56,289+155.9% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.3pp |
| Annual return | -4.15% | 2.39%-6.5pp | 651.17%-655.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,782 | $3,350+12.9% | $5,605-32.5% | $2,111+79.1% |
| Participant deferral / active EE | $5,129 | $5,1290% | $6,927-25.9% | $3,350+53.1% |
| Admin fee / account holder | $5,636 | $614+817.4% | $10,705-47.4% | $521+981.8% |