Filed October 1, 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 | $75,947 | $157,304-51.7% | $141,197-46.2% | $152,909-50.3% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.5%-4.2pp |
| Annual return | 311.26% | 64.34%+246.9pp | 71.41%+239.9pp | 345.46%-34.2pp |
| Employer contribution / active EE | $18,239 | $5,263+246.6% | $4,736+285.1% | $4,764+282.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,538 | $12,126+11.6% | $10,265+31.9% | $11,601+16.7% |