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 | $28,892 | $93,617-69.1% | $135,982-78.8% | $75,177-61.6% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 15.65% | 30.89%-15.2pp | 68.32%-52.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,380 | $3,538-32.7% | $4,859-51.0% | $2,671-10.9% |
| Participant deferral / active EE | $5,306 | $6,406-17.2% | $7,760-31.6% | $4,126+28.6% |
| Admin fee / account holder | $1,772 | $6,980-74.6% | $10,767-83.5% | $5,651-68.6% |