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 | $96,303 | $110,083-12.5% | $151,645-36.5% | $68,490+40.6% |
| Participation rate | 97.9% | 84.0%+13.9pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -15.22% | -10.12%-5.1pp | 3.34%-18.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,782 | $4,470-60.1% | $6,165-71.1% | $2,597-31.4% |
| Participant deferral / active EE | $5,046 | $6,526-22.7% | $8,363-39.7% | $4,028+25.3% |
| Admin fee / account holder | $1,597 | $7,718-79.3% | $11,614-86.2% | $5,403-70.4% |