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 | $94,033 | $102,595-8.3% | $94,0570% | $154,746-39.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.54% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $5,983 | $3,147+90.1% | $2,933+104.0% | $4,379+36.6% |
| Participant deferral / active EE | $15,319 | $5,118+199.3% | $4,709+225.3% | $6,730+127.6% |
| Admin fee / account holder | $1,069 | $7,736-86.2% | $7,244-85.2% | $14,365-92.6% |