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 | $77,358+61.2% | $102,184+22.1% | $87,485+42.6% |
| Participation rate | 97.6% | 78.7%+18.9pp | 82.6%+15.0pp | 68.9%+28.7pp |
| Annual return | 18.43% | 41.11%-22.7pp | 31.58%-13.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $4,699 | $2,562+83.4% | $3,594+30.8% | $2,596+81.0% |
| Participant deferral / active EE | $10,238 | $6,753+51.6% | $8,309+23.2% | $4,274+139.6% |
| Admin fee / account holder | $4,253 | $6,809-37.5% | $11,609-63.4% | $7,775-45.3% |