Filed November 29, 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 | $121,651 | $102,385+18.8% | $147,080-17.3% | $80,935+50.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.50% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,944 | $3,717-20.8% | $4,933-40.3% | $2,757+6.8% |
| Participant deferral / active EE | $6,253 | $6,651-6.0% | $8,066-22.5% | $4,299+45.4% |
| Admin fee / account holder | $3,748 | $7,951-52.9% | $12,989-71.1% | $6,924-45.9% |