Filed October 17, 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 | $43,101 | $76,551-43.7% | $123,894-65.2% | $62,881-31.5% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $6,083 | $2,882+111.0% | $4,617+31.8% | $2,281+166.7% |
| Participant deferral / active EE | $7,328 | $4,840+51.4% | $5,984+22.5% | $3,203+128.8% |
| Admin fee / account holder | $3,178 | $4,826-34.1% | $8,357-62.0% | $4,296-26.0% |