Filed May 10, 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 | $52,706 | $82,028-35.7% | $123,105-57.2% | $59,633-11.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 12.36% | 5.12%+7.2pp | 13.22%-0.9pp | 2041.45%-2029.1pp |
| Employer contribution / active EE | $1,518 | $3,297-54.0% | $5,151-70.5% | $2,203-31.1% |
| Participant deferral / active EE | $3,383 | $4,667-27.5% | $6,229-45.7% | $3,192+6.0% |
| Admin fee / account holder | $566 | $5,879-90.4% | $9,014-93.7% | $4,297-86.8% |