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 | $175,212-67.1% | $149,682-61.5% | $139,427-58.7% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 17.77% | 166.63%-148.9pp | 134.35%-116.6pp | 373.27%-355.5pp |
| Employer contribution / active EE | $4,808 | $5,475-12.2% | $4,818-0.2% | $4,752+1.2% |
| Participant deferral / active EE | $4,735 | $6,520-27.4% | $5,681-16.6% | $6,711-29.4% |
| Admin fee / account holder | $3,928 | $16,150-75.7% | $13,210-70.3% | $11,404-65.6% |