Filed December 19, 2017
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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 | $80,542 | $105,200-23.4% | $159,474-49.5% | $85,847-6.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 37.30% | 45.08%-7.8pp | 263.68%-226.4pp | 318.61%-281.3pp |
| Employer contribution / active EE | $3,748 | $3,319+12.9% | $4,831-22.4% | $2,565+46.1% |
| Participant deferral / active EE | $9,838 | $5,946+65.5% | $7,353+33.8% | $3,952+148.9% |
| Admin fee / account holder | $2,610 | $6,934-62.4% | $10,802-75.8% | $6,261-58.3% |