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 | $102,385-56.9% | $147,080-70.0% | $80,935-45.5% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 16.87% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $2,872 | $3,717-22.7% | $4,933-41.8% | $2,757+4.2% |
| Participant deferral / active EE | $5,441 | $6,651-18.2% | $8,066-32.5% | $4,299+26.6% |
| Admin fee / account holder | $2,566 | $7,951-67.7% | $12,989-80.2% | $6,924-62.9% |