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 | $142,972-27.1% | $214,702-51.5% | $86,983+19.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 16.81% | 18.49%-1.7pp | 54.55%-37.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $3,511 | $4,635-24.3% | $6,461-45.7% | $2,584+35.8% |
| Participant deferral / active EE | $5,448 | $6,568-17.1% | $9,147-40.4% | $4,194+29.9% |
| Admin fee / account holder | $4,509 | $17,617-74.4% | $19,830-77.3% | $7,856-42.6% |