Filed July 23, 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 | $63,006 | $59,111+6.6% | $86,451-27.1% | $68,490-8.0% |
| Participation rate | 94.4% | 75.2%+19.2pp | 80.3%+14.1pp | 67.9%+26.5pp |
| Annual return | -16.38% | -0.22%-16.2pp | 4398.51%-4414.9pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,484 | $2,519+78.0% | $3,770+18.9% | $2,597+72.7% |
| Participant deferral / active EE | $9,166 | $5,900+55.3% | $6,953+31.8% | $4,028+127.6% |
| Admin fee / account holder | $779 | $5,640-86.2% | $6,734-88.4% | $5,403-85.6% |