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 | $95,347 | $109,359-12.8% | $162,185-41.2% | $72,976+30.7% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 19.51% | 25.46%-6.0pp | 115.61%-96.1pp | 81.02%-61.5pp |
| Employer contribution / active EE | $1,505 | $3,907-61.5% | $5,613-73.2% | $2,440-38.3% |
| Participant deferral / active EE | $3,777 | $5,481-31.1% | $7,297-48.2% | $3,608+4.7% |
| Admin fee / account holder | $1,870 | $7,972-76.5% | $10,844-82.8% | $5,124-63.5% |