Filed December 10, 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 | $44,107 | $102,382-56.9% | $147,005-70.0% | $80,874-45.5% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 16.87% | 134.89%-118.0pp | 418.76%-401.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $2,872 | $3,715-22.7% | $4,934-41.8% | $2,756+4.2% |
| Participant deferral / active EE | $5,441 | $6,646-18.1% | $8,070-32.6% | $4,297+26.6% |
| Admin fee / account holder | $2,566 | $7,942-67.7% | $13,006-80.3% | $6,935-63.0% |