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 | $163,031 | $99,009+64.7% | $86,581+88.3% | $147,585+10.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1312.70%-1298.4pp | 965.06%-950.7pp | 578.58%-564.2pp |
| Employer contribution / active EE | $9,699 | $3,132+209.6% | $2,840+241.6% | $4,876+98.9% |
| Participant deferral / active EE | $8,831 | $3,972+122.3% | $3,609+144.7% | $5,439+62.4% |
| Admin fee / account holder | $11,612 | $5,709+103.4% | $4,904+136.8% | $10,886+6.7% |