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 | $90,366 | $98,760-8.5% | $149,715-39.6% | $79,858+13.2% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 15.84% | 27.43%-11.6pp | 276.66%-260.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $2,308 | $3,217-28.2% | $4,645-50.3% | $2,471-6.6% |
| Participant deferral / active EE | $7,824 | $5,681+37.7% | $6,842+14.4% | $3,740+109.2% |
| Admin fee / account holder | $7,663 | $6,053+26.6% | $9,310-17.7% | $5,306+44.4% |