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 | $68,127 | $99,957-31.8% | $149,745-54.5% | $73,497-7.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.93% | 53.87%-34.9pp | 276.72%-257.8pp | 28.51%-9.6pp |
| Employer contribution / active EE | $5,013 | $3,191+57.1% | $4,646+7.9% | $2,270+120.8% |
| Participant deferral / active EE | $8,071 | $6,073+32.9% | $6,843+17.9% | $3,740+115.8% |
| Admin fee / account holder | $7,832 | $551+1322.3% | $9,312-15.9% | $513+1426.6% |