Filed April 16, 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 | $50,146 | $127,387-60.6% | $115,038-56.4% | $125,389-60.0% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | 0.38% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $4,274 | $5,166-17.3% | $4,608-7.3% | $4,866-12.2% |
| Participant deferral / active EE | $7,513 | $6,423+17.0% | $6,026+24.7% | $5,352+40.4% |
| Admin fee / account holder | $847 | $9,516-91.1% | $8,175-89.6% | $9,541-91.1% |