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 | $149,892 | $185,883-19.4% | $170,043-11.9% | $139,466+7.5% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 15.33% | 60.54%-45.2pp | 53.40%-38.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,149 | $7,596-71.7% | $6,790-68.4% | $4,754-54.8% |
| Participant deferral / active EE | $3,754 | $11,626-67.7% | $10,410-63.9% | $6,712-44.1% |
| Admin fee / account holder | $103,962 | $15,393+575.4% | $12,824+710.7% | $11,409+811.3% |