Filed April 4, 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 | $85,973 | $73,421+17.1% | $66,439+29.4% | $155,188-44.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.56% | 1382.37%-1366.8pp | 757.66%-742.1pp | 148.84%-133.3pp |
| Employer contribution / active EE | $18,622 | $3,039+512.8% | $2,637+606.2% | $4,248+338.4% |
| Participant deferral / active EE | $7,768 | $4,680+66.0% | $3,876+100.4% | $6,531+18.9% |
| Admin fee / account holder | $25,057 | $8,856+182.9% | $6,173+305.9% | $14,480+73.0% |