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 | $86,766 | $123,793-29.9% | $177,848-51.2% | $79,856+8.7% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 16.05% | 22.82%-6.8pp | 48.33%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,530 | $4,095+10.6% | $5,919-23.5% | $2,471+83.3% |
| Participant deferral / active EE | $8,874 | $5,956+49.0% | $7,714+15.0% | $3,741+137.2% |
| Admin fee / account holder | $3,117 | $7,243-57.0% | $12,431-74.9% | $5,306-41.3% |