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 | $36,078 | $43,344-16.8% | $59,899-39.8% | $64,173-43.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.61% | -1.55%+13.2pp | 3.46%+8.1pp | 7.63%+4.0pp |
| Employer contribution / active EE | $3,422 | $2,030+68.6% | $2,723+25.7% | $2,381+43.7% |
| Participant deferral / active EE | $5,229 | $2,547+105.2% | $3,402+53.7% | $3,470+50.7% |
| Admin fee / account holder | $2,553 | $3,008-15.1% | $3,592-28.9% | $4,887-47.8% |