Filed July 23, 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 | $33,689 | $75,832-55.6% | $147,617-77.2% | $59,633-43.5% |
| Participation rate | 98.1% | 71.6%+26.5pp | 84.6%+13.5pp | 68.7%+29.4pp |
| Annual return | 259.22% | 0.37%+258.8pp | 61.98%+197.2pp | 2041.45%-1782.2pp |
| Employer contribution / active EE | $2,726 | $3,485-21.8% | $5,564-51.0% | $2,203+23.7% |
| Participant deferral / active EE | $5,704 | $3,131+82.2% | $4,895+16.5% | $3,192+78.7% |
| Admin fee / account holder | $1,030 | $5,986-82.8% | $11,612-91.1% | $4,297-76.0% |