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 | $149,446-30.3% | $256,809-59.4% | $94,015+10.8% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 16.81% | 17.55%-0.7pp | 32.73%-15.9pp | 17.84%-1.0pp |
| Employer contribution / active EE | $3,511 | $4,596-23.6% | $7,263-51.7% | $2,790+25.8% |
| Participant deferral / active EE | $5,448 | $6,491-16.1% | $9,520-42.8% | $4,249+28.2% |
| Admin fee / account holder | $4,509 | $24,035-81.2% | $25,146-82.1% | $8,951-49.6% |