Filed November 29, 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 | $121,651 | $102,393+18.8% | $147,041-17.3% | $80,911+50.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.50% | 134.95%-122.4pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,944 | $3,715-20.8% | $4,935-40.4% | $2,756+6.8% |
| Participant deferral / active EE | $6,253 | $6,647-5.9% | $8,071-22.5% | $4,297+45.5% |
| Admin fee / account holder | $3,748 | $7,943-52.8% | $13,006-71.2% | $6,935-45.9% |