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 | $54,141 | $77,817-30.4% | $123,553-56.2% | $64,173-15.6% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -7.07% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $5,342 | $3,014+77.2% | $4,628+15.4% | $2,381+124.4% |
| Participant deferral / active EE | $6,307 | $5,240+20.4% | $6,426-1.8% | $3,470+81.8% |
| Admin fee / account holder | $2,503 | $5,519-54.6% | $9,284-73.0% | $4,887-48.8% |