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 | $115,575 | $102,385+12.9% | $147,080-21.4% | $80,935+42.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 54.90% | 135.09%-80.2pp | 420.17%-365.3pp | 35.66%+19.2pp |
| Employer contribution / active EE | $12,283 | $3,717+230.5% | $4,933+149.0% | $2,757+345.6% |
| Participant deferral / active EE | $11,410 | $6,651+71.5% | $8,066+41.4% | $4,299+165.4% |
| Admin fee / account holder | $7,934 | $7,951-0.2% | $12,989-38.9% | $6,924+14.6% |