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 | $52,852 | $76,551-31.0% | $123,894-57.3% | $62,881-15.9% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 12.56% | 18.68%-6.1pp | 47.52%-35.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,715 | $2,882-40.5% | $4,617-62.9% | $2,281-24.8% |
| Participant deferral / active EE | $5,689 | $4,840+17.5% | $5,984-4.9% | $3,203+77.6% |
| Admin fee / account holder | $6,919 | $4,826+43.4% | $8,357-17.2% | $4,296+61.1% |