Filed January 8, 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 | $188,519 | $150,447+25.3% | $136,298+38.3% | $147,586+27.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.25% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $10,226 | $5,256+94.6% | $4,696+117.8% | $4,876+109.7% |
| Participant deferral / active EE | $12,518 | $6,631+88.8% | $6,247+100.4% | $5,439+130.2% |
| Admin fee / account holder | $822 | $10,906-92.5% | $9,244-91.1% | $10,886-92.5% |