Filed May 10, 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 | $116,968 | $137,414-14.9% | $189,545-38.3% | $85,851+36.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.61% | 38.14%-23.5pp | 555.36%-540.8pp | 318.63%-304.0pp |
| Employer contribution / active EE | $1,779 | $4,344-59.1% | $6,162-71.1% | $2,565-30.7% |
| Participant deferral / active EE | $4,868 | $6,260-22.2% | $8,220-40.8% | $3,952+23.2% |
| Admin fee / account holder | $2,236 | $8,630-74.1% | $12,049-81.4% | $6,261-64.3% |