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 | $54,355+163.7% | $82,744+73.2% | $68,486+109.3% |
| Participation rate | 98.5% | 63.9%+34.5pp | 72.6%+25.9pp | 67.9%+30.6pp |
| Annual return | -18.13% | -13.67%-4.5pp | 702.22%-720.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $15,997 | $2,219+621.0% | $3,008+431.8% | $2,597+516.1% |
| Participant deferral / active EE | $9,919 | $3,246+205.5% | $4,395+125.7% | $4,028+146.3% |
| Admin fee / account holder | $9,049 | $4,397+105.8% | $5,325+69.9% | $5,404+67.5% |