Filed September 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 | $41,525 | $71,878-42.2% | $86,698-52.1% | $68,486-39.4% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | 52.33% | 3.53%+48.8pp | 35.95%+16.4pp | -7.85%+60.2pp |
| Employer contribution / active EE | $1,623 | $2,173-25.3% | $2,837-42.8% | $2,597-37.5% |
| Participant deferral / active EE | $2,199 | $3,779-41.8% | $4,656-52.8% | $4,028-45.4% |
| Admin fee / account holder | $1,769 | $6,113-71.1% | $7,493-76.4% | $5,404-67.3% |