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 | $63,106 | $82,678-23.7% | $125,391-49.7% | $68,490-7.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.52% | -5.97%-9.5pp | 572.41%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,996 | $3,382+18.2% | $4,816-17.0% | $2,597+53.9% |
| Participant deferral / active EE | $9,629 | $6,111+57.6% | $7,448+29.3% | $4,028+139.1% |
| Admin fee / account holder | $10,273 | $6,277+63.6% | $10,009+2.6% | $5,403+90.1% |