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 | $82,674-23.7% | $125,363-49.7% | $68,495-7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.52% | -5.97%-9.6pp | 572.15%-587.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,996 | $3,382+18.2% | $4,815-17.0% | $2,596+53.9% |
| Participant deferral / active EE | $9,629 | $6,111+57.6% | $7,447+29.3% | $4,028+139.1% |
| Admin fee / account holder | $10,273 | $6,276+63.7% | $10,005+2.7% | $5,403+90.1% |