Filed April 4, 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 | $33,913 | $39,132-13.3% | $57,196-40.7% | $62,881-46.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.70% | 9.24%+0.5pp | 14.59%-4.9pp | 20.14%-10.4pp |
| Employer contribution / active EE | $8,679 | $1,874+363.1% | $2,683+223.5% | $2,281+280.5% |
| Participant deferral / active EE | $3,925 | $2,374+65.3% | $3,096+26.8% | $3,203+22.6% |
| Admin fee / account holder | $1,584 | $2,594-38.9% | $3,141-49.6% | $4,296-63.1% |