Filed March 22, 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 | $23,549 | $75,962-69.0% | $154,111-84.7% | $64,173-63.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.20% | 30.32%-33.5pp | 735.18%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $584 | $3,350-82.6% | $5,298-89.0% | $2,381-75.5% |
| Participant deferral / active EE | $3,405 | $3,175+7.2% | $5,081-33.0% | $3,470-1.9% |
| Admin fee / account holder | $4,925 | $5,589-11.9% | $13,411-63.3% | $4,887+0.8% |