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 | $118,285 | $165,399-28.5% | $149,745-21.0% | $158,982-25.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.47% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $3,412 | $5,105-33.2% | $4,646-26.6% | $4,763-28.4% |
| Participant deferral / active EE | $5,960 | $7,183-17.0% | $6,843-12.9% | $5,983-0.4% |
| Admin fee / account holder | $1,356 | $10,811-87.5% | $9,312-85.4% | $11,252-87.9% |