Filed March 13, 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 | $209,353 | $61,125+242.5% | $94,057+122.6% | $87,485+139.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 18.93% | 35.20%-16.3pp | 480.62%-461.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $12,304 | $2,136+475.9% | $2,933+319.5% | $2,596+373.9% |
| Participant deferral / active EE | $10,050 | $3,260+208.3% | $4,709+113.4% | $4,274+135.2% |
| Admin fee / account holder | $416 | $5,629-92.6% | $7,244-94.3% | $7,775-94.7% |