Filed January 4, 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 | $39,487 | $56,544-30.2% | $75,501-47.7% | $70,126-43.7% |
| Participation rate | 97.5% | 68.1%+29.4pp | 72.4%+25.1pp | 69.5%+28.0pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,500 | $1,817+37.6% | $2,352+6.3% | $2,343+6.7% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $815 | $3,827-78.7% | $5,801-85.9% | $4,645-82.5% |