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 | $105,079 | $106,864-1.7% | $147,318-28.7% | $82,637+27.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.60% | 27.49%-10.9pp | 70.43%-53.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $5,909 | $3,417+73.0% | $4,593+28.7% | $2,552+131.5% |
| Participant deferral / active EE | $7,791 | $6,496+19.9% | $7,906-1.5% | $4,126+88.8% |
| Admin fee / account holder | $11,189 | $8,415+33.0% | $13,708-18.4% | $7,339+52.5% |