Filed August 28, 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 | $47,293 | $198,457-76.2% | $170,435-72.3% | $147,586-68.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.12% | 257.30%-241.2pp | 205.94%-189.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,958 | $6,183-52.2% | $5,432-45.5% | $4,876-39.3% |
| Participant deferral / active EE | $2,825 | $5,629-49.8% | $4,939-42.8% | $5,439-48.1% |
| Admin fee / account holder | $4,700 | $16,852-72.1% | $13,881-66.1% | $10,886-56.8% |