Filed December 18, 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 | $19,739 | $48,570-59.4% | $130,660-84.9% | $72,975-73.0% |
| Participation rate | 79.2% | 58.6%+20.6pp | 71.7%+7.4pp | 69.5%+9.7pp |
| Annual return | 20.37% | 38.63%-18.3pp | 1709.29%-1688.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,627 | $1,334+22.0% | $4,092-60.2% | $2,440-33.3% |
| Participant deferral / active EE | $1,832 | $2,384-23.1% | $3,603-49.1% | $3,608-49.2% |
| Admin fee / account holder | $2,541 | $3,549-28.4% | $5,463-53.5% | $5,124-50.4% |