Filed December 27, 2017
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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 | $41,389 | $73,546-43.7% | $63,018-34.3% | $147,586-72.0% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.8%+11.6pp | 82.8%+3.5pp |
| Annual return | 14.56% | 175.56%-161.0pp | 87.62%-73.1pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,006 | $3,324-69.7% | $2,761-63.6% | $4,876-79.4% |
| Participant deferral / active EE | $2,976 | $4,185-28.9% | $3,330-10.6% | $5,439-45.3% |
| Admin fee / account holder | $648 | $5,956-89.1% | $3,601-82.0% | $10,886-94.0% |