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 | $161,169 | $79,449+102.9% | $189,575-15.0% | $85,847+87.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 25.46% | 18.45%+7.0pp | 64.19%-38.7pp | 318.61%-293.2pp |
| Employer contribution / active EE | $6,964 | $2,081+234.6% | $4,412+57.8% | $2,565+171.5% |
| Participant deferral / active EE | $8,715 | $4,051+115.1% | $6,174+41.2% | $3,952+120.5% |
| Admin fee / account holder | $1,924 | $5,377-64.2% | $9,806-80.4% | $6,261-69.3% |