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 | $148,974 | $138,075+7.9% | $123,552+20.6% | $135,379+10.0% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -8.29% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $4,321 | $5,152-16.1% | $4,628-6.6% | $4,779-9.6% |
| Participant deferral / active EE | $11,160 | $6,800+64.1% | $6,426+73.7% | $5,609+99.0% |
| Admin fee / account holder | $11,810 | $10,917+8.2% | $9,285+27.2% | $10,828+9.1% |