Filed January 25, 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 | $200,125 | $99,994+100.1% | $146,647+36.5% | $85,851+133.1% |
| Participation rate | 98.0% | 73.1%+25.0pp | 80.1%+18.0pp | 69.3%+28.7pp |
| Annual return | 32.03% | 18.93%+13.1pp | 22.75%+9.3pp | 318.63%-286.6pp |
| Employer contribution / active EE | $12,326 | $2,559+381.7% | $4,137+198.0% | $2,565+380.5% |
| Participant deferral / active EE | $13,012 | $4,006+224.8% | $5,506+136.3% | $3,952+229.2% |
| Admin fee / account holder | $17,560 | $7,703+128.0% | $10,281+70.8% | $6,261+180.5% |