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 | $26,581 | $57,352-53.7% | $83,831-68.3% | $64,173-58.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 2330.71% | 11.38%+2319.3pp | 850.99%+1479.7pp | 7.63%+2323.1pp |
| Employer contribution / active EE | $1,163 | $2,546-54.3% | $3,631-68.0% | $2,381-51.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $429 | $4,046-89.4% | $5,479-92.2% | $4,887-91.2% |