Filed December 1, 2017
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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 | $59,204 | $94,529-37.4% | $140,019-57.7% | $64,181-7.8% |
| Participation rate | 91.5% | 84.1%+7.4pp | 87.5%+4.0pp | 69.6%+21.9pp |
| Annual return | -4.59% | 7.77%-12.4pp | 651.15%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,847 | $3,812+53.4% | $5,605+4.3% | $2,381+145.6% |
| Participant deferral / active EE | $4,539 | $5,250-13.5% | $6,927-34.5% | $3,470+30.8% |
| Admin fee / account holder | $1,518 | $6,741-77.5% | $10,705-85.8% | $4,887-68.9% |