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 | $53,666 | $94,529-43.2% | $140,019-61.7% | $64,173-16.4% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.7pp |
| Annual return | -4.77% | 7.77%-12.5pp | 651.17%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,042 | $3,812+6.0% | $5,605-27.9% | $2,381+69.8% |
| Participant deferral / active EE | $7,573 | $5,250+44.2% | $6,927+9.3% | $3,470+118.3% |
| Admin fee / account holder | $17,108 | $6,741+153.8% | $10,705+59.8% | $4,887+250.0% |