Filed April 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 | $192,578 | $150,447+28.0% | $136,298+41.3% | $147,586+30.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.84% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,941 | $6,631-25.5% | $6,247-20.9% | $5,439-9.2% |
| Admin fee / account holder | $1,305 | $10,906-88.0% | $9,244-85.9% | $10,886-88.0% |