Filed April 27, 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 | $30,316 | $41,377-26.7% | $109,313-72.3% | $62,881-51.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 9.81% | 11.05%-1.2pp | 22.07%-12.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,214 | $1,276+151.9% | $3,892-17.4% | $2,281+40.9% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $716 | $2,884-75.2% | $5,666-87.4% | $4,296-83.3% |