Filed August 23, 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 | $99,723 | $61,125+63.1% | $94,057+6.0% | $87,485+14.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 26.60% | 35.20%-8.6pp | 480.62%-454.0pp | 26.06%+0.5pp |
| Employer contribution / active EE | $6,361 | $2,136+197.8% | $2,933+116.9% | $2,596+145.0% |
| Participant deferral / active EE | $8,134 | $3,260+149.5% | $4,709+72.7% | $4,274+90.3% |
| Admin fee / account holder | $4,450 | $5,629-20.9% | $7,244-38.6% | $7,775-42.8% |