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 | $102,382+46.1% | $147,005+1.7% | $80,874+84.9% |
| Participation rate | 93.7% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 16.00% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $3,347 | $3,715-9.9% | $4,934-32.2% | $2,756+21.5% |
| Participant deferral / active EE | $12,319 | $6,646+85.3% | $8,070+52.7% | $4,297+186.7% |
| Admin fee / account holder | $4,616 | $7,942-41.9% | $13,006-64.5% | $6,935-33.4% |