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 | $146,695 | $176,105-16.7% | $159,474-8.0% | $167,536-12.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.25% | 331.91%-313.7pp | 263.68%-245.4pp | 478.82%-460.6pp |
| Employer contribution / active EE | $3,929 | $5,299-25.8% | $4,831-18.7% | $4,839-18.8% |
| Participant deferral / active EE | $7,297 | $7,751-5.9% | $7,353-0.8% | $6,342+15.0% |
| Admin fee / account holder | $10,616 | $12,559-15.5% | $10,802-1.7% | $12,315-13.8% |