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 | $79,530 | $82,678-3.8% | $125,391-36.6% | $68,490+16.1% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,301 | $6,111+19.5% | $7,448-2.0% | $4,028+81.3% |
| Admin fee / account holder | $12,441 | $6,277+98.2% | $10,009+24.3% | $5,403+130.3% |