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 | $143,307 | $54,357+163.6% | $82,706+73.3% | $68,495+109.2% |
| Participation rate | 98.5% | 63.9%+34.5pp | 72.6%+25.9pp | 67.9%+30.6pp |
| Annual return | -18.13% | -13.67%-4.5pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $15,997 | $2,218+621.1% | $3,007+431.9% | $2,596+516.1% |
| Participant deferral / active EE | $9,919 | $3,246+205.5% | $4,394+125.8% | $4,028+146.3% |
| Admin fee / account holder | $9,049 | $4,396+105.8% | $5,329+69.8% | $5,403+67.5% |