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 | $60,832 | $100,060-39.2% | $149,721-59.4% | $70,126-13.3% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 29.68% | 27.46%+2.2pp | 1501.67%-1472.0pp | 73.15%-43.5pp |
| Employer contribution / active EE | $3,178 | $3,661-13.2% | $5,444-41.6% | $2,343+35.6% |
| Participant deferral / active EE | $6,870 | $4,982+37.9% | $6,568+4.6% | $3,332+106.2% |
| Admin fee / account holder | $6,111 | $8,285-26.2% | $11,282-45.8% | $4,645+31.5% |