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 | $51,863 | $47,848+8.4% | $81,473-36.3% | $70,126-26.0% |
| Participation rate | 77.8% | 58.3%+19.5pp | 68.0%+9.8pp | 69.5%+8.2pp |
| Annual return | 15.83% | 27.25%-11.4pp | 38.78%-23.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,354 | $1,527-11.4% | $2,568-47.3% | $2,343-42.2% |
| Participant deferral / active EE | $3,268 | $2,453+33.2% | $3,537-7.6% | $3,332-1.9% |
| Admin fee / account holder | $2,638 | $3,145-16.1% | $4,561-42.2% | $4,645-43.2% |