Filed December 21, 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 | $126,263 | $87,132+44.9% | $105,624+19.5% | $80,959+56.0% |
| Participation rate | 94.7% | 70.4%+24.3pp | 75.3%+19.5pp | 67.7%+27.1pp |
| Annual return | 13.92% | 17.03%-3.1pp | 116.20%-102.3pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,024 | $2,397-15.5% | $3,168-36.1% | $2,757-26.6% |
| Participant deferral / active EE | $5,211 | $3,985+30.8% | $5,013+4.0% | $4,300+21.2% |
| Admin fee / account holder | $28,179 | $8,449+233.5% | $10,961+157.1% | $6,925+306.9% |