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 | $102,403 | $105,200-2.7% | $159,474-35.8% | $85,847+19.3% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.6pp |
| Annual return | 19.34% | 45.08%-25.7pp | 263.68%-244.3pp | 318.61%-299.3pp |
| Employer contribution / active EE | $4,900 | $3,319+47.7% | $4,831+1.4% | $2,565+91.0% |
| Participant deferral / active EE | $7,014 | $5,946+18.0% | $7,353-4.6% | $3,952+77.5% |
| Admin fee / account holder | $948 | $6,934-86.3% | $10,802-91.2% | $6,261-84.9% |