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 | $63,198 | $48,314+30.8% | $67,561-6.5% | $80,925-21.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.43% | 18.28%-5.8pp | 3525.44%-3513.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $5,318 | $2,022+163.0% | $2,735+94.4% | $2,756+92.9% |
| Participant deferral / active EE | $3,680 | $2,927+25.7% | $4,003-8.1% | $4,299-14.4% |
| Admin fee / account holder | $2,241 | $3,690-39.3% | $4,006-44.0% | $6,940-67.7% |