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 | $57,563 | $175,259-67.2% | $149,723-61.6% | $139,487-58.7% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 17.77% | 166.82%-149.1pp | 134.50%-116.7pp | 373.84%-356.1pp |
| Employer contribution / active EE | $4,808 | $5,478-12.2% | $4,821-0.3% | $4,755+1.1% |
| Participant deferral / active EE | $4,735 | $6,522-27.4% | $5,682-16.7% | $6,713-29.5% |
| Admin fee / account holder | $3,928 | $16,158-75.7% | $13,215-70.3% | $11,407-65.6% |