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 | $115,183 | $87,733+31.3% | $106,551+8.1% | $85,856+34.2% |
| Participation rate | 97.4% | 71.9%+25.4pp | 76.1%+21.2pp | 69.3%+28.1pp |
| Annual return | 12.26% | 21.86%-9.6pp | 26.80%-14.5pp | 318.58%-306.3pp |
| Employer contribution / active EE | $1,729 | $2,073-16.6% | $2,819-38.7% | $2,565-32.6% |
| Participant deferral / active EE | $5,839 | $3,469+68.3% | $4,398+32.8% | $3,952+47.7% |
| Admin fee / account holder | $2,868 | $6,767-57.6% | $7,408-61.3% | $6,261-54.2% |