Filed November 20, 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 | $68,786 | $88,778-22.5% | $81,844-16.0% | $145,884-52.8% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 13.59% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,588 | $3,087+48.6% | $2,916+57.3% | $4,662-1.6% |
| Participant deferral / active EE | $9,909 | $4,648+113.2% | $4,323+129.2% | $6,690+48.1% |
| Admin fee / account holder | $16,592 | $8,430+96.8% | $7,355+125.6% | $13,392+23.9% |