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 | $138,393+4.0% | $184,256-21.9% | $80,959+77.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.55% | 20.01%-7.5pp | 28.85%-16.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $6,572 | $4,847+35.6% | $6,427+2.3% | $2,757+138.4% |
| Participant deferral / active EE | $13,192 | $7,076+86.4% | $9,133+44.4% | $4,300+206.8% |
| Admin fee / account holder | $19,406 | $10,489+85.0% | $13,899+39.6% | $6,925+180.2% |