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 | $182,204 | $160,028+13.9% | $147,080+23.9% | $145,884+24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 98.60%-85.2pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,397 | $5,286-16.8% | $4,933-10.9% | $4,662-5.7% |
| Participant deferral / active EE | $8,297 | $8,422-1.5% | $8,066+2.9% | $6,690+24.0% |
| Admin fee / account holder | $7,163 | $15,030-52.3% | $12,989-44.9% | $13,392-46.5% |