Filed November 13, 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 | $124,351 | $69,012+80.2% | $160,037-22.3% | $68,490+81.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.94% | -9.65%-7.3pp | 408.95%-425.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $8,226 | $2,212+271.8% | $4,226+94.7% | $2,597+216.8% |
| Participant deferral / active EE | $10,859 | $4,212+157.8% | $6,184+75.6% | $4,028+169.6% |
| Admin fee / account holder | $24,217 | $4,798+404.7% | $8,716+177.8% | $5,403+348.2% |