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 | $145,431-10.1% | $211,142-38.1% | $87,485+49.4% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.3%+0.7pp | 68.9%+19.1pp |
| Annual return | 14.13% | 27.21%-13.1pp | 46.84%-32.7pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,211 | $4,662-52.6% | $6,442-65.7% | $2,596-14.8% |
| Participant deferral / active EE | $4,110 | $6,859-40.1% | $9,284-55.7% | $4,274-3.8% |
| Admin fee / account holder | $3,566 | $17,052-79.1% | $19,076-81.3% | $7,775-54.1% |