Filed July 23, 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 | $37,287 | $77,638-52.0% | $156,551-76.2% | $62,881-40.7% |
| Participation rate | 98.5% | 71.2%+27.3pp | 84.0%+14.4pp | 69.3%+29.2pp |
| Annual return | 17.50% | 50.33%-32.8pp | 32.23%-14.7pp | 20.14%-2.6pp |
| Employer contribution / active EE | $3,660 | $3,444+6.3% | $5,501-33.5% | $2,281+60.4% |
| Participant deferral / active EE | $7,600 | $3,046+149.6% | $4,871+56.0% | $3,203+137.3% |
| Admin fee / account holder | $4,741 | $5,561-14.8% | $13,028-63.6% | $4,296+10.4% |