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 | $57,073-14.1% | $85,126-42.4% | $80,925-39.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.73% | 21.69%-9.0pp | 66.63%-53.9pp | 35.65%-22.9pp |
| Employer contribution / active EE | $3,410 | $1,801+89.4% | $2,731+24.8% | $2,756+23.7% |
| Participant deferral / active EE | $6,469 | $3,113+107.8% | $4,523+43.0% | $4,299+50.5% |
| Admin fee / account holder | $2,168 | $4,988-56.5% | $6,160-64.8% | $6,940-68.8% |