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 | $62,879 | $76,401-17.7% | $106,387-40.9% | $64,173-2.0% |
| Participation rate | 91.7% | 73.5%+18.1pp | 77.5%+14.2pp | 69.6%+22.1pp |
| Annual return | -7.60% | -2.19%-5.4pp | 0.25%-7.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,640 | $2,680+35.8% | $3,520+3.4% | $2,381+52.9% |
| Participant deferral / active EE | $6,619 | $4,274+54.9% | $5,421+22.1% | $3,470+90.8% |
| Admin fee / account holder | $3,388 | $4,610-26.5% | $7,510-54.9% | $4,887-30.7% |