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 | $88,594 | $68,398+29.5% | $94,664-6.4% | $75,173+17.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 80.8%+11.5pp | 67.2%+25.1pp |
| Annual return | 29.36% | 616.72%-587.4pp | 156.84%-127.5pp | 160.72%-131.4pp |
| Employer contribution / active EE | $4,508 | $2,701+66.9% | $3,673+22.7% | $2,671+68.8% |
| Participant deferral / active EE | $9,350 | $6,537+43.0% | $7,417+26.1% | $4,126+126.6% |
| Admin fee / account holder | $505 | $5,324-90.5% | $7,222-93.0% | $5,651-91.1% |