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 | $105,125 | $58,627+79.3% | $76,735+37.0% | $82,448+27.5% |
| Participation rate | 85.1% | 63.2%+21.9pp | 69.5%+15.6pp | 68.1%+17.0pp |
| Annual return | 16.29% | 39.10%-22.8pp | 29.77%-13.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,591 | $1,729+49.8% | $2,454+5.6% | $2,551+1.6% |
| Participant deferral / active EE | $5,449 | $3,134+73.9% | $4,088+33.3% | $4,139+31.6% |
| Admin fee / account holder | $4,745 | $5,323-10.9% | $7,189-34.0% | $7,234-34.4% |