Filed October 25, 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 | $107,683 | $89,370+20.5% | $141,197-23.7% | $72,976+47.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.06% | 111.88%-92.8pp | 71.41%-52.3pp | 81.02%-62.0pp |
| Employer contribution / active EE | $4,199 | $3,115+34.8% | $4,736-11.3% | $2,440+72.1% |
| Participant deferral / active EE | $8,574 | $5,419+58.2% | $6,710+27.8% | $3,608+137.6% |
| Admin fee / account holder | $1,666 | $5,957-72.0% | $10,265-83.8% | $5,124-67.5% |