Filed March 12, 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 | $59,318 | $56,894+4.3% | $84,753-30.0% | $62,881-5.7% |
| Participation rate | 89.6% | 68.5%+21.0pp | 76.6%+13.0pp | 69.3%+20.3pp |
| Annual return | 9.96% | 6.30%+3.7pp | 22.78%-12.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $4,171 | $2,400+73.8% | $3,574+16.7% | $2,281+82.8% |
| Participant deferral / active EE | $8,525 | $2,709+214.7% | $3,712+129.7% | $3,203+166.2% |
| Admin fee / account holder | $2,489 | $3,581-30.5% | $5,333-53.3% | $4,296-42.1% |