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 | $57,372 | $48,235+18.9% | $68,803-16.6% | $68,490-16.2% |
| Participation rate | 79.4% | 60.7%+18.7pp | 69.0%+10.4pp | 67.9%+11.5pp |
| Annual return | -16.64% | -12.70%-3.9pp | -6.37%-10.3pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,234 | $1,829+22.1% | $2,656-15.9% | $2,597-14.0% |
| Participant deferral / active EE | $4,787 | $2,867+67.0% | $3,942+21.5% | $4,028+18.9% |
| Admin fee / account holder | $3,347 | $4,361-23.3% | $4,936-32.2% | $5,403-38.1% |