Filed June 20, 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 | $98,703 | $58,848+67.7% | $88,179+11.9% | $82,637+19.4% |
| Participation rate | 81.8% | 57.9%+23.9pp | 69.1%+12.7pp | 68.1%+13.8pp |
| Annual return | 15.58% | 22.76%-7.2pp | 64.97%-49.4pp | 53.51%-37.9pp |
| Employer contribution / active EE | $3,675 | $1,678+119.0% | $2,549+44.2% | $2,552+44.0% |
| Participant deferral / active EE | $4,789 | $3,124+53.3% | $4,614+3.8% | $4,126+16.1% |
| Admin fee / account holder | $6,051 | $4,795+26.2% | $7,673-21.1% | $7,339-17.5% |