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 | $30,061 | $85,171-64.7% | $172,752-82.6% | $72,975-58.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.81% | 27.32%-6.5pp | 802.97%-782.2pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,419 | $3,324-57.3% | $5,144-72.4% | $2,440-41.9% |
| Participant deferral / active EE | $4,075 | $3,260+25.0% | $5,198-21.6% | $3,608+12.9% |
| Admin fee / account holder | $3,530 | $5,880-40.0% | $13,955-74.7% | $5,124-31.1% |