Filed October 25, 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 | $143,987 | $138,385+4.0% | $184,200-21.8% | $80,874+78.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.55% | 20.02%-7.5pp | 28.80%-16.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $6,572 | $4,849+35.5% | $6,424+2.3% | $2,756+138.5% |
| Participant deferral / active EE | $13,192 | $7,073+86.5% | $9,132+44.5% | $4,297+207.0% |
| Admin fee / account holder | $19,406 | $10,483+85.1% | $13,907+39.5% | $6,935+179.8% |