Filed November 20, 2017
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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 | $201,199 | $60,128+234.6% | $90,440+122.5% | $79,852+152.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.07% | 71.95%-55.9pp | 1294.38%-1278.3pp | 31.72%-15.7pp |
| Employer contribution / active EE | $16,445 | $2,068+695.1% | $3,263+404.0% | $2,471+565.5% |
| Participant deferral / active EE | $12,097 | $2,939+311.7% | $3,964+205.2% | $3,740+223.4% |
| Admin fee / account holder | $10,842 | $3,977+172.6% | $5,615+93.1% | $5,306+104.3% |