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 | $70,875 | $89,370-20.7% | $141,197-49.8% | $72,976-2.9% |
| Participation rate | 95.5% | 75.1%+20.4pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 24.34% | 111.88%-87.5pp | 71.41%-47.1pp | 81.02%-56.7pp |
| Employer contribution / active EE | $5,052 | $3,115+62.2% | $4,736+6.7% | $2,440+107.0% |
| Participant deferral / active EE | $6,698 | $5,419+23.6% | $6,710-0.2% | $3,608+85.6% |
| Admin fee / account holder | $2,029 | $5,957-65.9% | $10,265-80.2% | $5,124-60.4% |