Filed December 13, 2017
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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 | $48,095 | $85,766-43.9% | $136,298-64.7% | $70,126-31.4% |
| Participation rate | 96.6% | 74.2%+22.5pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 29.36% | 31.46%-2.1pp | 5156.27%-5126.9pp | 73.15%-43.8pp |
| Employer contribution / active EE | $5,308 | $2,966+78.9% | $4,696+13.0% | $2,343+126.6% |
| Participant deferral / active EE | $5,352 | $5,051+6.0% | $6,247-14.3% | $3,332+60.6% |
| Admin fee / account holder | $990 | $5,421-81.7% | $9,244-89.3% | $4,645-78.7% |