Filed November 19, 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 | $69,440 | $180,459-61.5% | $154,108-54.9% | $135,380-48.7% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -5.80% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $4,282 | $6,035-29.0% | $5,298-19.2% | $4,779-10.4% |
| Participant deferral / active EE | $8,976 | $5,806+54.6% | $5,081+76.7% | $5,609+60.0% |
| Admin fee / account holder | $16,431 | $16,145+1.8% | $13,411+22.5% | $10,828+51.7% |