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 | $30,497 | $39,132-22.1% | $57,196-46.7% | $62,881-51.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.47% | 9.24%-7.8pp | 14.59%-13.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $3,256 | $1,874+73.7% | $2,683+21.3% | $2,281+42.7% |
| Participant deferral / active EE | $4,647 | $2,374+95.7% | $3,096+50.1% | $3,203+45.1% |
| Admin fee / account holder | $2,655 | $2,594+2.4% | $3,141-15.5% | $4,296-38.2% |