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 | $200,987 | $86,919+131.2% | $102,457+96.2% | $80,911+148.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.91% | 18.90%-3.0pp | 29.41%-13.5pp | 35.63%-19.7pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $20,754 | $4,119+403.8% | $5,054+310.6% | $4,297+383.0% |
| Admin fee / account holder | $22,252 | $8,049+176.5% | $9,451+135.4% | $6,935+220.9% |