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 | $130,695 | $94,031+39.0% | $115,768+12.9% | $82,448+58.5% |
| Participation rate | 94.9% | 70.4%+24.5pp | 74.4%+20.5pp | 68.1%+26.8pp |
| Annual return | 13.06% | 20.61%-7.5pp | 100.46%-87.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,001 | $2,323-13.9% | $2,940-31.9% | $2,551-21.6% |
| Participant deferral / active EE | $4,760 | $3,972+19.9% | $4,917-3.2% | $4,139+15.0% |
| Admin fee / account holder | $4,059 | $10,249-60.4% | $12,439-67.4% | $7,234-43.9% |