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 | $240,751 | $69,012+248.9% | $160,009+50.5% | $68,486+251.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 19.70% | -9.65%+29.3pp | 408.85%-389.1pp | -7.85%+27.6pp |
| Employer contribution / active EE | $13,604 | $2,212+514.9% | $4,225+222.0% | $2,597+423.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,920 | $4,798+2.5% | $8,715-43.5% | $5,404-8.9% |