Filed February 9, 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 | $68,163 | $183,592-62.9% | $155,567-56.2% | $145,959-53.3% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 10.37% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,974 | $5,315-6.4% | $4,674+6.4% | $4,661+6.7% |
| Participant deferral / active EE | $3,792 | $6,464-41.3% | $5,628-32.6% | $6,689-43.3% |
| Admin fee / account holder | $723 | $19,318-96.3% | $15,916-95.5% | $13,398-94.6% |