Filed August 16, 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 | $22,030 | $76,407-71.2% | $150,298-85.3% | $82,448-73.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.41% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,423 | $2,614-45.6% | $4,154-65.7% | $2,551-44.2% |
| Participant deferral / active EE | $2,663 | $3,214-17.2% | $5,453-51.2% | $4,139-35.7% |
| Admin fee / account holder | $1,755 | $6,352-72.4% | $14,116-87.6% | $7,234-75.7% |