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 | $146,267-28.8% | $197,124-47.1% | $82,448+26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.81% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $3,511 | $4,723-25.7% | $6,227-43.6% | $2,551+37.6% |
| Participant deferral / active EE | $5,448 | $7,035-22.6% | $9,135-40.4% | $4,139+31.6% |
| Admin fee / account holder | $4,509 | $14,422-68.7% | $16,298-72.3% | $7,234-37.7% |