Filed May 7, 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 | $134,424 | $77,157+74.2% | $108,405+24.0% | $85,847+56.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 24.23% | 44.55%-20.3pp | 905.55%-881.3pp | 318.61%-294.4pp |
| Employer contribution / active EE | $15,840 | $2,379+565.7% | $3,559+345.1% | $2,565+517.4% |
| Participant deferral / active EE | $17,529 | $5,567+214.9% | $6,563+167.1% | $3,952+343.5% |
| Admin fee / account holder | $6,570 | $5,174+27.0% | $7,297-10.0% | $6,261+4.9% |