Filed February 5, 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 | $221,249 | $110,379+100.4% | $102,412+116.0% | $145,884+51.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $12,594 | $4,216+198.7% | $3,870+225.4% | $4,662+170.1% |
| Participant deferral / active EE | $14,006 | $5,622+149.1% | $5,060+176.8% | $6,690+109.4% |
| Admin fee / account holder | $9,515 | $9,745-2.4% | $8,388+13.4% | $13,392-28.9% |