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 | $151,008 | $165,399-8.7% | $149,745+0.8% | $158,982-5.0% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 90.24% | 348.34%-258.1pp | 276.72%-186.5pp | 302.99%-212.7pp |
| Employer contribution / active EE | $17,479 | $5,105+242.4% | $4,646+276.2% | $4,763+267.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,578 | $10,811-29.9% | $9,312-18.6% | $11,252-32.6% |