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 | $95,781 | $110,083-13.0% | $151,639-36.8% | $68,486+39.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.12% | -10.12%-6.0pp | 3.34%-19.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $5,123 | $4,470+14.6% | $6,165-16.9% | $2,597+97.3% |
| Participant deferral / active EE | $9,670 | $6,526+48.2% | $8,363+15.6% | $4,028+140.1% |
| Admin fee / account holder | $8,988 | $7,718+16.5% | $11,613-22.6% | $5,404+66.3% |