Filed April 16, 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 | $67,620 | $138,076-51.0% | $123,553-45.3% | $135,380-50.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.66% | 153.70%-156.4pp | 119.21%-121.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $4,142 | $5,152-19.6% | $4,628-10.5% | $4,779-13.3% |
| Participant deferral / active EE | $8,780 | $6,800+29.1% | $6,426+36.6% | $5,609+56.5% |
| Admin fee / account holder | $4,937 | $10,917-54.8% | $9,284-46.8% | $10,828-54.4% |