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 | $106,524+29.3% | $152,301-9.6% | $87,485+57.4% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 17.45% | 26.89%-9.4pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $13,078 | $3,371+287.9% | $4,624+182.8% | $2,596+403.7% |
| Participant deferral / active EE | $13,217 | $6,525+102.6% | $8,004+65.1% | $4,274+209.3% |
| Admin fee / account holder | $24,260 | $8,287+192.8% | $14,398+68.5% | $7,775+212.0% |