Filed January 19, 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 | $125,180 | $69,977+78.9% | $108,582+15.3% | $62,881+99.1% |
| Participation rate | 93.5% | 72.9%+20.7pp | 79.6%+14.0pp | 69.3%+24.2pp |
| Annual return | 6.80% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,649 | $2,135+24.1% | $3,758-29.5% | $2,281+16.1% |
| Participant deferral / active EE | $6,797 | $3,165+114.8% | $4,311+57.7% | $3,203+112.2% |
| Admin fee / account holder | $1,506 | $5,076-70.3% | $7,645-80.3% | $4,296-64.9% |