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 | $75,494 | $55,472+36.1% | $155,567-51.5% | $74,546+1.3% |
| Participation rate | 71.3% | 61.9%+9.4pp | 78.2%-6.9pp | 67.2%+4.1pp |
| Annual return | 12.42% | 268.72%-256.3pp | 64.74%-52.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,265 | $2,269-44.3% | $4,674-72.9% | $2,624-51.8% |
| Participant deferral / active EE | $5,385 | $2,838+89.7% | $5,628-4.3% | $4,347+23.9% |
| Admin fee / account holder | $5,268 | $1,743+202.3% | $15,916-66.9% | $1,944+171.0% |