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 | $47,255 | $167,353-71.8% | $143,797-67.1% | $134,545-64.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $6,220 | $5,620+10.7% | $4,952+25.6% | $4,742+31.2% |
| Participant deferral / active EE | $5,442 | $6,447-15.6% | $5,638-3.5% | $6,401-15.0% |
| Admin fee / account holder | $2,257 | $18,096-87.5% | $14,679-84.6% | $11,431-80.3% |