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 | $17,485 | $54,763-68.1% | $90,324-80.6% | $72,976-76.0% |
| Participation rate | 72.4% | 65.2%+7.3pp | 73.3%-0.9pp | 69.5%+2.9pp |
| Annual return | 46.97% | 30.63%+16.3pp | 78.15%-31.2pp | 81.02%-34.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,139 | $2,887-25.9% | $3,885-44.9% | $3,608-40.7% |
| Admin fee / account holder | $363 | $3,973-90.9% | $5,356-93.2% | $5,124-92.9% |