Filed January 19, 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 | $113,312 | $65,703+72.5% | $94,228+20.3% | $59,633+90.0% |
| Participation rate | 90.3% | 72.1%+18.2pp | 78.8%+11.6pp | 68.7%+21.7pp |
| Annual return | -1.84% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $2,523 | $2,021+24.9% | $3,587-29.6% | $2,203+14.6% |
| Participant deferral / active EE | $6,915 | $3,143+120.0% | $4,320+60.1% | $3,192+116.7% |
| Admin fee / account holder | $13,465 | $4,264+215.8% | $6,269+114.8% | $4,297+213.3% |