Filed May 10, 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 | $129,701 | $75,959+70.8% | $154,114-15.8% | $64,181+102.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.24% | 30.32%-20.1pp | 735.16%-724.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $9,689 | $3,350+189.3% | $5,298+82.9% | $2,381+307.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $587 | $5,589-89.5% | $13,411-95.6% | $4,887-88.0% |