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 | $94,349 | $82,678+14.1% | $125,391-24.8% | $68,490+37.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 2.04% | -5.97%+8.0pp | 572.41%-570.4pp | -7.85%+9.9pp |
| Employer contribution / active EE | $5,157 | $3,382+52.5% | $4,816+7.1% | $2,597+98.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,622 | $6,277-58.2% | $10,009-73.8% | $5,403-51.5% |