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 | $72,233 | $89,367-19.2% | $141,191-48.8% | $72,975-1.0% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.2pp | 69.5%+26.2pp |
| Annual return | 19.97% | 111.87%-91.9pp | 71.41%-51.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $2,221 | $3,115-28.7% | $4,736-53.1% | $2,440-9.0% |
| Participant deferral / active EE | $7,731 | $5,419+42.7% | $6,710+15.2% | $3,608+114.3% |
| Admin fee / account holder | $10,273 | $5,957+72.5% | $10,264+0.1% | $5,124+100.5% |