Filed July 6, 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 | $68,456 | $105,200-34.9% | $159,474-57.1% | $85,847-20.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 25.70% | 45.08%-19.4pp | 263.68%-238.0pp | 318.61%-292.9pp |
| Employer contribution / active EE | $7,092 | $3,319+113.7% | $4,831+46.8% | $2,565+176.5% |
| Participant deferral / active EE | $10,560 | $5,946+77.6% | $7,353+43.6% | $3,952+167.2% |
| Admin fee / account holder | $9,243 | $6,934+33.3% | $10,802-14.4% | $6,261+47.6% |