Filed January 31, 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 | $55,072 | $176,105-68.7% | $159,474-65.5% | $167,536-67.1% |
| Participation rate | 89.5% | 85.0%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 19.76% | 331.91%-312.2pp | 263.68%-243.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $3,806 | $5,299-28.2% | $4,831-21.2% | $4,839-21.3% |
| Participant deferral / active EE | $8,590 | $7,751+10.8% | $7,353+16.8% | $6,342+35.4% |
| Admin fee / account holder | $27,334 | $12,559+117.6% | $10,802+153.0% | $12,315+122.0% |