Filed November 13, 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 | $126,455 | $65,395+93.4% | $182,558-30.7% | $72,976+73.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 29.58% | 27.68%+1.9pp | 148.59%-119.0pp | 81.02%-51.4pp |
| Employer contribution / active EE | $7,531 | $1,911+294.0% | $4,076+84.8% | $2,440+208.6% |
| Participant deferral / active EE | $9,515 | $3,563+167.1% | $5,526+72.2% | $3,608+163.8% |
| Admin fee / account holder | $3,943 | $4,245-7.1% | $8,594-54.1% | $5,124-23.0% |