Filed May 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 | $108,504 | $93,598+15.9% | $135,974-20.2% | $75,173+44.3% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 18.81% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $5,733 | $3,538+62.0% | $4,859+18.0% | $2,671+114.6% |
| Participant deferral / active EE | $8,060 | $6,405+25.8% | $7,760+3.9% | $4,126+95.3% |
| Admin fee / account holder | $7,089 | $6,978+1.6% | $10,767-34.2% | $5,651+25.5% |