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 | $39,442 | $70,475-44.0% | $100,530-60.8% | $79,858-50.6% |
| Participation rate | 78.6% | 73.7%+4.9pp | 79.4%-0.8pp | 69.6%+8.9pp |
| Annual return | 23.64% | 21.90%+1.7pp | 30.89%-7.3pp | 31.72%-8.1pp |
| Employer contribution / active EE | $3,024 | $2,165+39.7% | $3,418-11.5% | $2,471+22.4% |
| Participant deferral / active EE | $5,408 | $5,181+4.4% | $6,271-13.8% | $3,740+44.6% |
| Admin fee / account holder | $887 | $4,478-80.2% | $8,083-89.0% | $5,306-83.3% |