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 | $60,464 | $85,766-29.5% | $136,298-55.6% | $70,126-13.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.19% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $6,143 | $2,966+107.1% | $4,696+30.8% | $2,343+162.2% |
| Participant deferral / active EE | $7,756 | $5,051+53.5% | $6,247+24.1% | $3,332+132.8% |
| Admin fee / account holder | $9,966 | $5,421+83.9% | $9,244+7.8% | $4,645+114.5% |