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 | $217,392-80.6% | $185,818-77.3% | $167,497-74.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.20% | 148.37%-135.2pp | 122.06%-108.9pp | 478.62%-465.4pp |
| Employer contribution / active EE | $2,988 | $5,873-49.1% | $5,168-42.2% | $4,838-38.2% |
| Participant deferral / active EE | $4,249 | $6,357-33.1% | $5,568-23.7% | $6,341-33.0% |
| Admin fee / account holder | $616 | $19,813-96.9% | $16,239-96.2% | $12,310-95.0% |