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 | $153,633 | $53,128+189.2% | $86,582+77.4% | $70,126+119.1% |
| Participation rate | 93.3% | 65.3%+28.0pp | 73.5%+19.8pp | 69.5%+23.8pp |
| Annual return | 17.32% | 27.66%-10.3pp | 965.08%-947.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $11,952 | $2,068+478.0% | $2,839+320.9% | $2,343+410.2% |
| Participant deferral / active EE | $6,303 | $2,695+133.9% | $3,609+74.7% | $3,332+89.2% |
| Admin fee / account holder | $5,976 | $3,584+66.8% | $4,904+21.9% | $4,645+28.7% |