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 | $89,574 | $106,005-15.5% | $92,239-2.9% | $147,585-39.3% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 14.50% | 50.05%-35.5pp | 176.29%-161.8pp | 578.58%-564.1pp |
| Employer contribution / active EE | $4,598 | $4,333+6.1% | $3,680+25.0% | $4,876-5.7% |
| Participant deferral / active EE | $9,740 | $4,478+117.5% | $3,897+149.9% | $5,439+79.1% |
| Admin fee / account holder | $3,428 | $6,333-45.9% | $5,194-34.0% | $10,886-68.5% |