Filed November 9, 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 | $82,474 | $55,902+47.5% | $76,030+8.5% | $80,959+1.9% |
| Participation rate | 82.0% | 62.1%+19.9pp | 69.1%+12.9pp | 67.7%+14.3pp |
| Annual return | 12.53% | 20.59%-8.1pp | 361.54%-349.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,709 | $1,867+45.1% | $2,688+0.8% | $2,757-1.7% |
| Participant deferral / active EE | $5,410 | $3,051+77.4% | $4,257+27.1% | $4,300+25.8% |
| Admin fee / account holder | $10,446 | $5,239+99.4% | $6,421+62.7% | $6,925+50.8% |