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 | $64,920+53.6% | $103,693-3.8% | $86,983+14.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 26.60% | 30.29%-3.7pp | 47.61%-21.0pp | 25.83%+0.8pp |
| Employer contribution / active EE | $6,361 | $2,141+197.1% | $2,920+117.8% | $2,584+146.1% |
| Participant deferral / active EE | $8,134 | $3,241+151.0% | $4,579+77.6% | $4,194+93.9% |
| Admin fee / account holder | $4,450 | $6,191-28.1% | $7,858-43.4% | $7,856-43.4% |