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 | $74,905 | $108,911-31.2% | $100,392-25.4% | $145,884-48.7% |
| Participation rate | 76.2% | 83.0%-6.8pp | 81.5%-5.3pp | 80.3%-4.1pp |
| Annual return | 14.31% | 58.23%-43.9pp | 49.45%-35.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,303 | $4,420-25.3% | $3,941-16.2% | $4,662-29.1% |
| Participant deferral / active EE | $7,135 | $8,459-15.6% | $8,090-11.8% | $6,690+6.7% |
| Admin fee / account holder | $902 | $9,698-90.7% | $7,904-88.6% | $13,392-93.3% |