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 | $51,638+93.1% | $68,368+45.9% | $82,448+21.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 26.60% | 37.53%-10.9pp | 292.57%-266.0pp | 41.64%-15.0pp |
| Employer contribution / active EE | $6,361 | $2,047+210.8% | $2,649+140.2% | $2,551+149.4% |
| Participant deferral / active EE | $8,134 | $2,914+179.2% | $4,123+97.3% | $4,139+96.5% |
| Admin fee / account holder | $4,450 | $4,643-4.2% | $5,150-13.6% | $7,234-38.5% |