Filed April 30, 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 | $49,146 | $53,412-8.0% | $68,509-28.3% | $52,331-6.1% |
| Participation rate | 89.4% | 71.7%+17.7pp | 74.7%+14.7pp | 68.1%+21.3pp |
| Annual return | 1.68% | 3.42%-1.7pp | 8.27%-6.6pp | 4.54%-2.9pp |
| Employer contribution / active EE | $935 | $1,607-41.8% | $2,278-59.0% | $1,882-50.3% |
| Participant deferral / active EE | $2,968 | $2,688+10.4% | $3,382-12.2% | $3,022-1.8% |
| Admin fee / account holder | $898 | $461+94.9% | $5,275-83.0% | $592+51.9% |