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 | $135,486 | $72,027+88.1% | $185,861-27.1% | $79,856+69.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.66% | 23.13%-10.5pp | 35.96%-23.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $8,119 | $1,965+313.2% | $4,088+98.6% | $2,471+228.6% |
| Participant deferral / active EE | $9,480 | $3,780+150.8% | $5,634+68.3% | $3,741+153.4% |
| Admin fee / account holder | $32,411 | $4,513+618.2% | $9,503+241.1% | $5,306+510.8% |