Filed April 11, 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 | $240,535 | $70,667+240.4% | $123,106+95.4% | $52,331+359.6% |
| Participation rate | 93.0% | 83.7%+9.3pp | 86.8%+6.2pp | 68.1%+24.9pp |
| Annual return | 2.08% | 6.23%-4.1pp | 13.22%-11.1pp | 4.54%-2.5pp |
| Employer contribution / active EE | $8,772 | $2,946+197.8% | $5,151+70.3% | $1,882+366.2% |
| Participant deferral / active EE | $9,830 | $4,493+118.8% | $6,229+57.8% | $3,022+225.3% |
| Admin fee / account holder | $801 | $506+58.1% | $9,015-91.1% | $592+35.4% |