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 | $59,773 | $87,834-31.9% | $133,975-55.4% | $62,881-4.9% |
| Participation rate | 97.0% | 83.4%+13.6pp | 87.1%+9.9pp | 69.3%+27.7pp |
| Annual return | 14.55% | 12.05%+2.5pp | 29.29%-14.7pp | 20.14%-5.6pp |
| Employer contribution / active EE | $1,518 | $3,482-56.4% | $5,211-70.9% | $2,281-33.5% |
| Participant deferral / active EE | $3,585 | $4,812-25.5% | $6,282-42.9% | $3,203+11.9% |
| Admin fee / account holder | $315 | $5,372-94.1% | $9,324-96.6% | $4,296-92.7% |