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 | $64,687 | $93,617-30.9% | $135,982-52.4% | $75,177-14.0% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 22.24% | 30.89%-8.6pp | 68.32%-46.1pp | 160.75%-138.5pp |
| Employer contribution / active EE | $6,892 | $3,538+94.8% | $4,859+41.8% | $2,671+158.0% |
| Participant deferral / active EE | $10,447 | $6,406+63.1% | $7,760+34.6% | $4,126+153.2% |
| Admin fee / account holder | $8,156 | $6,980+16.9% | $10,767-24.3% | $5,651+44.3% |