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 | $57,057-14.1% | $85,009-42.3% | $80,874-39.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.73% | 21.66%-8.9pp | 66.47%-53.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,410 | $1,799+89.6% | $2,728+25.0% | $2,756+23.7% |
| Participant deferral / active EE | $6,469 | $3,112+107.9% | $4,522+43.1% | $4,297+50.5% |
| Admin fee / account holder | $2,168 | $4,986-56.5% | $6,153-64.8% | $6,935-68.7% |