Filed February 5, 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 | $28,267 | $150,447-81.2% | $136,298-79.3% | $147,586-80.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.35% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,997 | $5,256-43.0% | $4,696-36.2% | $4,876-38.5% |
| Participant deferral / active EE | $2,340 | $6,631-64.7% | $6,247-62.5% | $5,439-57.0% |
| Admin fee / account holder | $393 | $10,906-96.4% | $9,244-95.7% | $10,886-96.4% |