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 | $52,506 | $87,834-40.2% | $133,975-60.8% | $62,881-16.5% |
| Participation rate | 88.1% | 83.4%+4.8pp | 87.1%+1.1pp | 69.3%+18.8pp |
| Annual return | 10.03% | 12.05%-2.0pp | 29.29%-19.3pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,648 | $3,482+4.8% | $5,211-30.0% | $2,281+60.0% |
| Participant deferral / active EE | $7,917 | $4,812+64.5% | $6,282+26.0% | $3,203+147.2% |
| Admin fee / account holder | $9,564 | $5,372+78.0% | $9,324+2.6% | $4,296+122.6% |