Filed June 26, 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 | $100,575 | $54,763+83.7% | $90,324+11.3% | $72,976+37.8% |
| Participation rate | 78.9% | 65.2%+13.8pp | 73.3%+5.7pp | 69.5%+9.5pp |
| Annual return | 20.71% | 30.63%-9.9pp | 78.15%-57.4pp | 81.02%-60.3pp |
| Employer contribution / active EE | $3,257 | $2,093+55.6% | $2,856+14.1% | $2,440+33.5% |
| Participant deferral / active EE | $8,317 | $2,887+188.1% | $3,885+114.1% | $3,608+130.5% |
| Admin fee / account holder | $5,426 | $3,973+36.6% | $5,356+1.3% | $5,124+5.9% |