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 | $86,114 | $98,776-12.8% | $149,745-42.5% | $79,856+7.8% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.3pp |
| Annual return | 18.72% | 27.38%-8.7pp | 276.72%-258.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $5,037 | $3,217+56.6% | $4,646+8.4% | $2,471+103.8% |
| Participant deferral / active EE | $7,454 | $5,681+31.2% | $6,843+8.9% | $3,741+99.3% |
| Admin fee / account holder | $3,243 | $6,053-46.4% | $9,312-65.2% | $5,306-38.9% |