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 | $55,169 | $110,083-49.9% | $151,645-63.6% | $68,490-19.4% |
| Participation rate | 98.4% | 84.0%+14.4pp | 87.5%+10.9pp | 67.9%+30.5pp |
| Annual return | -14.32% | -10.12%-4.2pp | 3.34%-17.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,967 | $4,470-56.0% | $6,165-68.1% | $2,597-24.3% |
| Participant deferral / active EE | $3,995 | $6,526-38.8% | $8,363-52.2% | $4,028-0.8% |
| Admin fee / account holder | $637 | $7,718-91.8% | $11,614-94.5% | $5,403-88.2% |