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 | $86,949+131.2% | $102,460+96.2% | $80,959+148.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.91% | 18.89%-3.0pp | 29.47%-13.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $20,754 | $4,121+403.6% | $5,056+310.5% | $4,300+382.6% |
| Admin fee / account holder | $22,252 | $8,048+176.5% | $9,460+135.2% | $6,925+221.3% |