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 | $58,362 | $76,551-23.8% | $123,894-52.9% | $62,881-7.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 16.58% | 18.68%-2.1pp | 47.52%-30.9pp | 20.14%-3.6pp |
| Employer contribution / active EE | $5,302 | $2,882+84.0% | $4,617+14.9% | $2,281+132.5% |
| Participant deferral / active EE | $6,348 | $4,840+31.2% | $5,984+6.1% | $3,203+98.2% |
| Admin fee / account holder | $4,526 | $4,826-6.2% | $8,357-45.8% | $4,296+5.4% |