Filed February 9, 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 | $33,435 | $209,422-84.0% | $178,503-81.3% | $158,982-79.0% |
| Participation rate | 86.4% | 86.4%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 15.90% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $3,138 | $5,707-45.0% | $5,011-37.4% | $4,763-34.1% |
| Participant deferral / active EE | $3,492 | $5,955-41.4% | $5,202-32.9% | $5,983-41.6% |
| Admin fee / account holder | $2,268 | $17,079-86.7% | $13,987-83.8% | $11,252-79.8% |