Filed December 13, 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 | $31,249 | $76,551-59.2% | $123,894-74.8% | $62,881-50.3% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 9.23% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,286 | $2,882+14.0% | $4,617-28.8% | $2,281+44.0% |
| Participant deferral / active EE | $4,980 | $4,840+2.9% | $5,984-16.8% | $3,203+55.5% |
| Admin fee / account holder | $617 | $4,826-87.2% | $8,357-92.6% | $4,296-85.6% |