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 | $75,974 | $62,592+21.4% | $85,709-11.4% | $85,847-11.5% |
| Participation rate | 72.6% | 61.1%+11.5pp | 69.9%+2.7pp | 69.3%+3.3pp |
| Annual return | 12.73% | 23.77%-11.0pp | 21.49%-8.8pp | 318.61%-305.9pp |
| Employer contribution / active EE | $2,186 | $1,755+24.5% | $2,619-16.5% | $2,565-14.8% |
| Participant deferral / active EE | $4,157 | $2,802+48.3% | $3,924+6.0% | $3,952+5.2% |
| Admin fee / account holder | $15,250 | $4,643+228.5% | $6,876+121.8% | $6,261+143.6% |