Filed July 23, 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 | $124,732 | $83,061+50.2% | $126,068-1.1% | $94,015+32.7% |
| Participation rate | 97.6% | 81.2%+16.5pp | 84.7%+12.9pp | 70.8%+26.8pp |
| Annual return | 18.43% | 20.41%-2.0pp | 15.01%+3.4pp | 17.84%+0.6pp |
| Employer contribution / active EE | $4,699 | $2,864+64.1% | $3,968+18.4% | $2,790+68.4% |
| Participant deferral / active EE | $10,238 | $7,042+45.4% | $8,214+24.6% | $4,249+140.9% |
| Admin fee / account holder | $4,253 | $7,208-41.0% | $18,264-76.7% | $8,951-52.5% |