Filed January 8, 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 | $41,648 | $75,541-44.9% | $152,093-72.6% | $82,637-49.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.29% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,462 | $2,622-6.1% | $4,175-41.0% | $2,552-3.5% |
| Participant deferral / active EE | $4,995 | $3,206+55.8% | $5,451-8.4% | $4,126+21.1% |
| Admin fee / account holder | $669 | $6,405-89.6% | $14,497-95.4% | $7,339-90.9% |