Filed September 10, 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 | $49,039 | $57,140-14.2% | $85,240-42.5% | $80,959-39.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.73% | 21.71%-9.0pp | 66.75%-54.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,410 | $1,802+89.2% | $2,735+24.7% | $2,757+23.7% |
| Participant deferral / active EE | $6,469 | $3,115+107.7% | $4,527+42.9% | $4,300+50.4% |
| Admin fee / account holder | $2,168 | $4,992-56.6% | $6,165-64.8% | $6,925-68.7% |