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 | $98,981 | $72,273+37.0% | $101,275-2.3% | $79,856+23.9% |
| Participation rate | 71.7% | 68.5%+3.3pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | 16.78% | 22.30%-5.5pp | 46.48%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,042 | $2,691+13.0% | $3,660-16.9% | $2,471+23.1% |
| Participant deferral / active EE | $7,097 | $3,282+116.3% | $4,371+62.4% | $3,741+89.7% |
| Admin fee / account holder | $6,144 | $4,401+39.6% | $5,948+3.3% | $5,306+15.8% |