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 | $32,030 | $45,872-30.2% | $77,100-58.5% | $68,490-53.2% |
| Participation rate | 92.9% | 55.9%+36.9pp | 67.9%+24.9pp | 67.9%+25.0pp |
| Annual return | -14.47% | 1.73%-16.2pp | 42.35%-56.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,700 | $1,650+63.7% | $2,815-4.1% | $2,597+4.0% |
| Participant deferral / active EE | $6,215 | $2,963+109.8% | $4,430+40.3% | $4,028+54.3% |
| Admin fee / account holder | $4,238 | $3,041+39.4% | $5,443-22.1% | $5,403-21.6% |