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 | $68,595 | $59,804+14.7% | $81,982-16.3% | $79,856-14.1% |
| Participation rate | 77.8% | 61.6%+16.1pp | 69.3%+8.5pp | 69.6%+8.1pp |
| Annual return | 16.75% | 17.56%-0.8pp | 41.31%-24.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,966 | $1,713+14.7% | $2,498-21.3% | $2,471-20.5% |
| Participant deferral / active EE | $3,592 | $2,695+33.3% | $3,722-3.5% | $3,741-4.0% |
| Admin fee / account holder | $2,454 | $4,288-42.8% | $5,665-56.7% | $5,306-53.7% |