Filed May 7, 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 | $65,544 | $63,365+3.4% | $91,994-28.8% | $72,976-10.2% |
| Participation rate | 94.7% | 72.5%+22.2pp | 78.6%+16.0pp | 69.5%+25.2pp |
| Annual return | 106.01% | 35.35%+70.7pp | 69.04%+37.0pp | 81.02%+25.0pp |
| Employer contribution / active EE | $13,631 | $2,116+544.3% | $3,453+294.8% | $2,440+458.6% |
| Participant deferral / active EE | $14,166 | $4,883+190.1% | $5,924+139.1% | $3,608+292.7% |
| Admin fee / account holder | $906 | $4,670-80.6% | $7,744-88.3% | $5,124-82.3% |