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 | $41,071 | $49,896-17.7% | $80,627-49.1% | $75,173-45.4% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.7pp | 67.2%+26.5pp |
| Annual return | 18.98% | 34.67%-15.7pp | 936.76%-917.8pp | 160.72%-141.7pp |
| Employer contribution / active EE | $3,196 | $1,699+88.1% | $2,723+17.4% | $2,671+19.7% |
| Participant deferral / active EE | $6,353 | $2,992+112.3% | $4,443+43.0% | $4,126+54.0% |
| Admin fee / account holder | $1,606 | $3,578-55.1% | $5,381-70.2% | $5,651-71.6% |