Filed August 8, 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 | $61,523 | $77,816-20.9% | $123,552-50.2% | $64,173-4.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -6.82% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,464 | $3,014+81.3% | $4,628+18.1% | $2,381+129.5% |
| Participant deferral / active EE | $3,846 | $5,240-26.6% | $6,426-40.1% | $3,470+10.9% |
| Admin fee / account holder | $2,042 | $5,519-63.0% | $9,285-78.0% | $4,887-58.2% |