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 | $171,614 | $138,386+24.0% | $184,260-6.9% | $80,935+112.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.91% | 20.02%-6.1pp | 28.84%-14.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $10,048 | $4,851+107.1% | $6,427+56.3% | $2,757+264.5% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $26,044 | $10,489+148.3% | $13,898+87.4% | $6,924+276.1% |