Filed May 10, 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 | $50,366 | $53,837-6.4% | $75,717-33.5% | $85,856-41.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.52% | 24.54%-6.0pp | 104.58%-86.1pp | 318.58%-300.1pp |
| Employer contribution / active EE | $4,643 | $2,017+130.1% | $2,743+69.3% | $2,565+81.0% |
| Participant deferral / active EE | $4,016 | $2,895+38.7% | $3,821+5.1% | $3,952+1.6% |
| Admin fee / account holder | $2,452 | $3,341-26.6% | $3,619-32.2% | $6,261-60.8% |