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 | $64,920+222.5% | $103,693+101.9% | $86,983+140.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 18.93% | 30.29%-11.4pp | 47.61%-28.7pp | 25.83%-6.9pp |
| Employer contribution / active EE | $12,304 | $2,141+474.7% | $2,920+321.3% | $2,584+376.1% |
| Participant deferral / active EE | $10,050 | $3,241+210.1% | $4,579+119.5% | $4,194+139.6% |
| Admin fee / account holder | $416 | $6,191-93.3% | $7,858-94.7% | $7,856-94.7% |