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 | $83,964 | $62,583+34.2% | $76,767+9.4% | $64,173+30.8% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | 72.92% | -1.95%+74.9pp | 2.43%+70.5pp | 7.63%+65.3pp |
| Employer contribution / active EE | $5,595 | $1,832+205.4% | $2,485+125.1% | $2,381+135.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,644 | $4,667-43.4% | $6,675-60.4% | $4,887-45.9% |