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 | $45,007 | $123,793-63.6% | $177,848-74.7% | $79,856-43.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.12% | 22.82%-4.7pp | 48.33%-30.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,536 | $4,095-38.1% | $5,919-57.2% | $2,471+2.6% |
| Participant deferral / active EE | $3,208 | $5,956-46.1% | $7,714-58.4% | $3,741-14.2% |
| Admin fee / account holder | $1,065 | $7,243-85.3% | $12,431-91.4% | $5,306-79.9% |