Filed October 29, 2017
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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 | $104,192 | $145,431-28.4% | $211,142-50.7% | $87,485+19.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.81% | 27.21%-10.4pp | 46.84%-30.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $3,511 | $4,662-24.7% | $6,442-45.5% | $2,596+35.2% |
| Participant deferral / active EE | $5,448 | $6,859-20.6% | $9,284-41.3% | $4,274+27.5% |
| Admin fee / account holder | $4,509 | $17,052-73.6% | $19,076-76.4% | $7,775-42.0% |