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 | $116,275 | $123,793-6.1% | $177,848-34.6% | $79,856+45.6% |
| Participation rate | 97.6% | 84.7%+12.9pp | 87.7%+9.8pp | 69.6%+27.9pp |
| Annual return | 15.32% | 22.82%-7.5pp | 48.33%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,712 | $4,095-58.2% | $5,919-71.1% | $2,471-30.7% |
| Participant deferral / active EE | $5,336 | $5,956-10.4% | $7,714-30.8% | $3,741+42.6% |
| Admin fee / account holder | $2,183 | $7,243-69.9% | $12,431-82.4% | $5,306-58.9% |