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 | $42,106 | $217,432-80.6% | $185,851-77.3% | $167,553-74.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.20% | 148.43%-135.2pp | 122.11%-108.9pp | 478.89%-465.7pp |
| Employer contribution / active EE | $2,988 | $5,874-49.1% | $5,168-42.2% | $4,840-38.3% |
| Participant deferral / active EE | $4,249 | $6,357-33.2% | $5,569-23.7% | $6,343-33.0% |
| Admin fee / account holder | $616 | $19,820-96.9% | $16,245-96.2% | $12,316-95.0% |