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 | $128,816 | $138,114-6.7% | $125,391+2.7% | $134,545-4.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.07% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,754 | $5,246-28.4% | $4,816-22.1% | $4,742-20.8% |
| Participant deferral / active EE | $7,634 | $7,801-2.1% | $7,448+2.5% | $6,401+19.3% |
| Admin fee / account holder | $11,114 | $11,570-3.9% | $10,009+11.0% | $11,431-2.8% |