Filed January 3, 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 | $79,367 | $43,730+81.5% | $121,208-34.5% | $64,181+23.7% |
| Participation rate | 94.5% | 58.3%+36.2pp | 71.8%+22.8pp | 69.6%+25.0pp |
| Annual return | -5.45% | 68.94%-74.4pp | 16.93%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,702 | $1,297+262.6% | $4,023+16.9% | $2,381+97.5% |
| Participant deferral / active EE | $6,130 | $2,281+168.8% | $3,345+83.2% | $3,470+76.7% |
| Admin fee / account holder | $8,730 | $3,502+149.3% | $5,020+73.9% | $4,887+78.6% |