Filed July 6, 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 | $137,713 | $106,864+28.9% | $147,318-6.5% | $82,637+66.6% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 17.45% | 27.49%-10.0pp | 70.43%-53.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $13,078 | $3,417+282.8% | $4,593+184.8% | $2,552+412.5% |
| Participant deferral / active EE | $13,217 | $6,496+103.5% | $7,906+67.2% | $4,126+220.3% |
| Admin fee / account holder | $24,260 | $8,415+188.3% | $13,708+77.0% | $7,339+230.6% |