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 | $98,255 | $53,128+84.9% | $86,582+13.5% | $70,126+40.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.16% | 27.66%-10.5pp | 965.08%-947.9pp | 73.15%-56.0pp |
| Employer contribution / active EE | $5,196 | $2,068+151.3% | $2,839+83.0% | $2,343+121.8% |
| Participant deferral / active EE | $8,295 | $2,695+207.8% | $3,609+129.9% | $3,332+149.0% |
| Admin fee / account holder | $14,081 | $3,584+292.9% | $4,904+187.1% | $4,645+203.1% |