Filed February 5, 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 | $62,094 | $87,544-29.1% | $75,784-18.1% | $125,388-50.5% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -0.38% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,269 | $3,930+8.6% | $3,323+28.5% | $4,866-12.3% |
| Participant deferral / active EE | $9,544 | $4,229+125.7% | $3,652+161.4% | $5,352+78.3% |
| Admin fee / account holder | $427 | $6,502-93.4% | $5,300-91.9% | $9,541-95.5% |