Filed November 2, 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 | $45,175 | $52,519-14.0% | $155,789-71.0% | $59,633-24.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 22.77% | 53.51%-30.7pp | 71.54%-48.8pp | 2041.45%-2018.7pp |
| Employer contribution / active EE | $12,994 | $1,589+717.7% | $3,839+238.5% | $2,203+489.9% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,490 | $3,540-29.7% | $7,477-66.7% | $4,297-42.1% |