Filed January 31, 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 | $59,203 | $105,158-43.7% | $94,672-37.5% | $139,487-57.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 25.06% | 38.11%-13.0pp | 156.89%-131.8pp | 373.84%-348.8pp |
| Employer contribution / active EE | $3,090 | $4,107-24.8% | $3,673-15.9% | $4,755-35.0% |
| Participant deferral / active EE | $6,734 | $7,599-11.4% | $7,417-9.2% | $6,713+0.3% |
| Admin fee / account holder | $760 | $8,972-91.5% | $7,222-89.5% | $11,407-93.3% |