Filed December 4, 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 | $87,983 | $57,969+51.8% | $76,278+15.3% | $80,911+8.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.2%+20.8pp | 67.6%+32.4pp |
| Annual return | 11.89% | 15.90%-4.0pp | 13.77%-1.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $14,089 | $3,570+294.7% | $4,584+207.4% | $2,756+411.3% |
| Participant deferral / active EE | $6,418 | $3,814+68.3% | $5,478+17.2% | $4,297+49.4% |
| Admin fee / account holder | $28,123 | $5,670+396.0% | $5,131+448.1% | $6,935+305.5% |