Filed April 19, 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 | $121,491 | $96,236+26.2% | $133,698-9.1% | $80,959+50.1% |
| Participation rate | 82.1% | 71.2%+10.9pp | 76.4%+5.7pp | 67.7%+14.4pp |
| Annual return | 16.36% | 28.74%-12.4pp | 580.90%-564.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,809 | $3,350+43.5% | $4,218+14.0% | $2,757+74.4% |
| Participant deferral / active EE | $9,749 | $5,709+70.8% | $7,016+39.0% | $4,300+126.7% |
| Admin fee / account holder | $4,402 | $8,250-46.6% | $6,703-34.3% | $6,925-36.4% |