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 | $97,607 | $93,598+4.3% | $135,974-28.2% | $75,173+29.8% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 17.70% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $3,124 | $3,538-11.7% | $4,859-35.7% | $2,671+16.9% |
| Participant deferral / active EE | $11,289 | $6,405+76.2% | $7,760+45.5% | $4,126+173.6% |
| Admin fee / account holder | $9,646 | $6,978+38.2% | $10,767-10.4% | $5,651+70.7% |