Filed August 16, 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 | $14,437 | $60,139-76.0% | $90,461-84.0% | $79,856-81.9% |
| Participation rate | 84.4% | 65.0%+19.4pp | 72.7%+11.7pp | 69.6%+14.7pp |
| Annual return | 14.51% | 71.96%-57.5pp | 1294.76%-1280.3pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,162 | $2,939-26.4% | $3,964-45.5% | $3,741-42.2% |
| Admin fee / account holder | $867 | $3,978-78.2% | $5,617-84.6% | $5,306-83.7% |