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 | $58,250 | $77,817-25.1% | $123,553-52.9% | $64,173-9.2% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -6.49% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,850 | $3,014-38.6% | $4,628-60.0% | $2,381-22.3% |
| Participant deferral / active EE | $5,796 | $5,240+10.6% | $6,426-9.8% | $3,470+67.0% |
| Admin fee / account holder | $6,366 | $5,519+15.4% | $9,284-31.4% | $4,887+30.3% |