Filed September 20, 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 | $93,483 | $76,371+22.4% | $93,621-0.1% | $72,975+28.1% |
| Participation rate | 92.6% | 71.8%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 19.86% | 25.82%-6.0pp | 32.76%-12.9pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,176 | $2,276-48.3% | $2,719-56.7% | $2,440-51.8% |
| Participant deferral / active EE | $3,467 | $3,538-2.0% | $4,070-14.8% | $3,608-3.9% |
| Admin fee / account holder | $6,841 | $6,8390% | $7,890-13.3% | $5,124+33.5% |