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 | $104,556 | $102,393+2.1% | $147,041-28.9% | $80,911+29.2% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 11.90% | 134.95%-123.0pp | 419.21%-407.3pp | 35.63%-23.7pp |
| Employer contribution / active EE | $5,718 | $3,715+53.9% | $4,935+15.9% | $2,756+107.5% |
| Participant deferral / active EE | $8,079 | $6,647+21.5% | $8,071+0.1% | $4,297+88.0% |
| Admin fee / account holder | $16,811 | $7,943+111.6% | $13,006+29.3% | $6,935+142.4% |