Filed October 16, 2017
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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 | $91,701 | $105,210-12.8% | $159,487-42.5% | $85,851+6.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.48% | 45.08%-30.6pp | 263.71%-249.2pp | 318.63%-304.2pp |
| Employer contribution / active EE | $4,436 | $3,319+33.6% | $4,831-8.2% | $2,565+72.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,720 | $6,934-31.9% | $10,804-56.3% | $6,261-24.6% |