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 | $97,591 | $99,345-1.8% | $84,753+15.1% | $273,972-64.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.64% | 22.93%-14.3pp | 22.78%-14.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,539 | $4,214+31.4% | $3,574+55.0% | $4,869+13.8% |
| Participant deferral / active EE | $11,935 | $4,270+179.5% | $3,712+221.5% | $5,287+125.7% |
| Admin fee / account holder | $4,208 | $6,645-36.7% | $5,333-21.1% | $10,133-58.5% |