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 | $245,501 | $165,361+48.5% | $149,715+64.0% | $158,950+54.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.86% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,619 | $7,182+33.9% | $6,842+40.6% | $5,983+60.8% |
| Admin fee / account holder | $1,558 | $10,808-85.6% | $9,310-83.3% | $11,248-86.2% |