Filed March 22, 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 | $36,986 | $91,179-59.4% | $178,499-79.3% | $79,852-53.7% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 19.72% | 24.19%-4.5pp | 151.10%-131.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,122 | $3,256-65.5% | $5,011-77.6% | $2,471-54.6% |
| Participant deferral / active EE | $3,533 | $3,236+9.2% | $5,202-32.1% | $3,740-5.5% |
| Admin fee / account holder | $871 | $6,749-87.1% | $13,986-93.8% | $5,306-83.6% |