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 | $55,437+36.2% | $155,534-51.5% | $74,459+1.4% |
| Participation rate | 71.3% | 61.9%+9.4pp | 78.2%-6.9pp | 67.2%+4.1pp |
| Annual return | 12.42% | 269.58%-257.2pp | 64.92%-52.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,265 | $2,266-44.2% | $4,675-72.9% | $2,626-51.8% |
| Participant deferral / active EE | $5,385 | $2,837+89.8% | $5,630-4.4% | $4,350+23.8% |
| Admin fee / account holder | $5,268 | $1,742+202.3% | $15,900-66.9% | $1,945+170.9% |