Filed December 21, 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 | $81,226 | $58,726+38.3% | $142,898-43.2% | $85,847-5.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 23.06% | 27.73%-4.7pp | 5639.64%-5616.6pp | 318.61%-295.6pp |
| Employer contribution / active EE | $1,322 | $1,424-7.1% | $4,146-68.1% | $2,565-48.5% |
| Participant deferral / active EE | $3,549 | $2,609+36.0% | $3,838-7.5% | $3,952-10.2% |
| Admin fee / account holder | $13,007 | $4,234+207.2% | $6,560+98.3% | $6,261+107.8% |