Filed July 19, 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 | $86,876 | $72,177+20.4% | $115,037-24.5% | $59,633+45.7% |
| Participation rate | 81.6% | 72.6%+9.1pp | 81.4%+0.2pp | 68.7%+12.9pp |
| Annual return | -0.46% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $4,636 | $2,841+63.2% | $4,608+0.6% | $2,203+110.5% |
| Participant deferral / active EE | $10,197 | $4,783+113.2% | $6,026+69.2% | $3,192+219.5% |
| Admin fee / account holder | $3,135 | $4,927-36.4% | $8,175-61.7% | $4,297-27.1% |