Filed August 29, 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 | $130,714 | $146,267-10.6% | $197,124-33.7% | $82,448+58.5% |
| Participation rate | 88.0% | 84.0%+4.0pp | 86.7%+1.3pp | 68.1%+19.9pp |
| Annual return | 14.13% | 29.61%-15.5pp | 44.34%-30.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,211 | $4,723-53.2% | $6,227-64.5% | $2,551-13.3% |
| Participant deferral / active EE | $4,110 | $7,035-41.6% | $9,135-55.0% | $4,139-0.7% |
| Admin fee / account holder | $3,566 | $14,422-75.3% | $16,298-78.1% | $7,234-50.7% |