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 | $83,935 | $65,367+28.4% | $92,915-9.7% | $72,976+15.0% |
| Participation rate | 76.6% | 68.3%+8.3pp | 76.0%+0.6pp | 69.5%+7.1pp |
| Annual return | 19.17% | 42.11%-22.9pp | 109.45%-90.3pp | 81.02%-61.8pp |
| Employer contribution / active EE | $3,203 | $2,594+23.5% | $3,653-12.3% | $2,440+31.3% |
| Participant deferral / active EE | $6,372 | $3,128+103.7% | $4,238+50.4% | $3,608+76.6% |
| Admin fee / account holder | $9,891 | $4,251+132.6% | $5,796+70.7% | $5,124+93.0% |