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 | $38,252 | $77,817-50.8% | $123,553-69.0% | $64,173-40.4% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.9pp |
| Annual return | -7.18% | 12.49%-19.7pp | 119.21%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,929 | $3,014-36.0% | $4,628-58.3% | $2,381-19.0% |
| Participant deferral / active EE | $3,022 | $5,240-42.3% | $6,426-53.0% | $3,470-12.9% |
| Admin fee / account holder | $5,489 | $5,519-0.5% | $9,284-40.9% | $4,887+12.3% |