Filed April 19, 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 | $101,362 | $83,427+21.5% | $115,756-12.4% | $68,495+48.0% |
| Participation rate | 87.0% | 71.9%+15.1pp | 77.1%+9.9pp | 67.9%+19.1pp |
| Annual return | -15.33% | -10.95%-4.4pp | 143.14%-158.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,762 | $3,075+54.9% | $3,793+25.6% | $2,596+83.4% |
| Participant deferral / active EE | $10,044 | $5,355+87.6% | $6,254+60.6% | $4,028+149.4% |
| Admin fee / account holder | $11,178 | $5,708+95.9% | $8,124+37.6% | $5,403+106.9% |