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 | $173,237 | $80,992+113.9% | $96,564+79.4% | $75,184+130.4% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.3pp |
| Annual return | 20.46% | 27.06%-6.6pp | 25.89%-5.4pp | 160.78%-140.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,967-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $18,305 | $3,929+365.9% | $4,852+277.3% | $4,127+343.5% |
| Admin fee / account holder | $4,192 | $6,717-37.6% | $8,256-49.2% | $5,652-25.8% |