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 | $143,090 | $78,428+82.4% | $95,960+49.1% | $79,852+79.2% |
| Participation rate | 84.1% | 73.5%+10.6pp | 77.1%+7.0pp | 69.6%+14.5pp |
| Annual return | 21.02% | 19.37%+1.6pp | 91.63%-70.6pp | 31.72%-10.7pp |
| Employer contribution / active EE | $2,004 | $1,945+3.0% | $2,541-21.2% | $2,471-18.9% |
| Participant deferral / active EE | $5,737 | $3,440+66.8% | $4,167+37.7% | $3,740+53.4% |
| Admin fee / account holder | $4,716 | $5,622-16.1% | $6,797-30.6% | $5,306-11.1% |