Filed May 10, 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 | $103,891 | $82,674+25.7% | $125,381-17.1% | $68,486+51.7% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -9.65% | -5.97%-3.7pp | 572.31%-582.0pp | -7.85%-1.8pp |
| Employer contribution / active EE | $2,761 | $3,382-18.3% | $4,815-42.7% | $2,597+6.3% |
| Participant deferral / active EE | $7,043 | $6,111+15.3% | $7,448-5.4% | $4,028+74.9% |
| Admin fee / account holder | $49,245 | $6,277+684.5% | $10,007+392.1% | $5,404+811.3% |