Filed November 28, 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 | $71,108 | $71,878-1.1% | $86,698-18.0% | $68,486+3.8% |
| Participation rate | 92.2% | 72.2%+19.9pp | 76.6%+15.6pp | 67.9%+24.3pp |
| Annual return | -15.53% | 3.53%-19.1pp | 35.95%-51.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $2,315 | $2,173+6.5% | $2,837-18.4% | $2,597-10.8% |
| Participant deferral / active EE | $3,049 | $3,779-19.3% | $4,656-34.5% | $4,028-24.3% |
| Admin fee / account holder | $20,702 | $6,113+238.7% | $7,493+176.3% | $5,404+283.1% |