Filed June 16, 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 | $134,831 | $60,349+123.4% | $74,184+81.8% | $62,881+114.4% |
| Participation rate | 92.7% | 72.7%+20.0pp | 76.6%+16.1pp | 69.3%+23.4pp |
| Annual return | 5.99% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,699 | $1,680+1.1% | $2,370-28.3% | $2,281-25.5% |
| Participant deferral / active EE | $3,390 | $2,856+18.7% | $3,550-4.5% | $3,203+5.8% |
| Admin fee / account holder | $11,604 | $4,261+172.3% | $5,586+107.8% | $4,296+170.1% |