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 | $180,417 | $57,312+214.8% | $86,617+108.3% | $75,181+140.0% |
| Participation rate | 98.5% | 63.2%+35.3pp | 71.7%+26.8pp | 67.2%+31.3pp |
| Annual return | 21.11% | 2672.78%-2651.7pp | 591.91%-570.8pp | 160.69%-139.6pp |
| Employer contribution / active EE | $18,905 | $2,315+716.4% | $3,023+525.3% | $2,671+607.9% |
| Participant deferral / active EE | $12,257 | $3,319+269.3% | $4,437+176.2% | $4,126+197.1% |
| Admin fee / account holder | $15,635 | $4,114+280.0% | $5,613+178.6% | $5,650+176.7% |