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 | $49,156 | $77,419-36.5% | $69,461-29.2% | $152,885-67.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 14.72% | 39.07%-24.4pp | 28.97%-14.3pp | 345.39%-330.7pp |
| Employer contribution / active EE | $12,873 | $3,315+288.3% | $2,779+363.1% | $4,763+170.3% |
| Participant deferral / active EE | $6,814 | $4,414+54.4% | $3,536+92.7% | $5,851+16.5% |
| Admin fee / account holder | $958 | $6,207-84.6% | $3,840-75.0% | $11,598-91.7% |