Filed May 10, 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 | $223,543 | $106,003+110.9% | $92,236+142.4% | $147,585+51.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.76% | 50.05%-38.3pp | 176.29%-164.5pp | 578.57%-566.8pp |
| Employer contribution / active EE | $9,321 | $4,333+115.1% | $3,679+153.3% | $4,876+91.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,529 | $6,333-12.7% | $5,194+6.5% | $10,885-49.2% |