Filed July 19, 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 | $149,564 | $102,422+46.0% | $147,117+1.7% | $80,959+84.7% |
| Participation rate | 93.7% | 75.9%+17.8pp | 82.2%+11.5pp | 67.7%+26.0pp |
| Annual return | 16.00% | 135.16%-119.2pp | 420.54%-404.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,347 | $3,717-10.0% | $4,932-32.1% | $2,757+21.4% |
| Participant deferral / active EE | $12,319 | $6,652+85.2% | $8,065+52.8% | $4,300+186.5% |
| Admin fee / account holder | $4,616 | $7,953-42.0% | $12,993-64.5% | $6,925-33.3% |