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 | $48,325 | $72,177-33.0% | $115,038-58.0% | $59,633-19.0% |
| Participation rate | 98.9% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | 7.27% | 12.02%-4.8pp | 26.14%-18.9pp | 2041.45%-2034.2pp |
| Employer contribution / active EE | $2,234 | $2,841-21.4% | $4,608-51.5% | $2,203+1.4% |
| Participant deferral / active EE | $6,614 | $4,783+38.3% | $6,026+9.7% | $3,192+107.2% |
| Admin fee / account holder | $5,840 | $4,927+18.5% | $8,175-28.6% | $4,297+35.9% |