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 | $61,253 | $85,766-28.6% | $136,298-55.1% | $70,126-12.7% |
| Participation rate | 95.3% | 74.2%+21.1pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 16.49% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,931 | $2,966-34.9% | $4,696-58.9% | $2,343-17.6% |
| Participant deferral / active EE | $6,001 | $5,051+18.8% | $6,247-3.9% | $3,332+80.1% |
| Admin fee / account holder | $11,730 | $5,421+116.4% | $9,244+26.9% | $4,645+152.5% |