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 | $81,127 | $94,529-14.2% | $140,019-42.1% | $64,173+26.4% |
| Participation rate | 97.4% | 84.1%+13.4pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | -5.80% | 7.77%-13.6pp | 651.17%-657.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,573 | $3,812-58.7% | $5,605-71.9% | $2,381-33.9% |
| Participant deferral / active EE | $3,699 | $5,250-29.5% | $6,927-46.6% | $3,470+6.6% |
| Admin fee / account holder | $2,073 | $6,741-69.2% | $10,705-80.6% | $4,887-57.6% |