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% | $125,363-17.1% | $68,495+51.7% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -9.65% | -5.97%-3.7pp | 572.15%-581.8pp | -7.84%-1.8pp |
| Employer contribution / active EE | $2,761 | $3,382-18.3% | $4,815-42.6% | $2,596+6.4% |
| Participant deferral / active EE | $7,043 | $6,111+15.2% | $7,447-5.4% | $4,028+74.9% |
| Admin fee / account holder | $49,245 | $6,276+684.6% | $10,005+392.2% | $5,403+811.4% |