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 | $70,121+22.6% | $63,803+34.7% | $138,895-38.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 15.56% | 946.48%-930.9pp | 543.72%-528.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $18,622 | $2,882+546.1% | $2,532+635.4% | $4,194+344.0% |
| Participant deferral / active EE | $7,768 | $4,535+71.3% | $3,843+102.1% | $6,396+21.4% |
| Admin fee / account holder | $25,057 | $6,738+271.9% | $5,196+382.2% | $12,562+99.5% |