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 | $70,780 | $51,222+38.2% | $70,544+0.3% | $75,173-5.8% |
| Participation rate | 84.2% | 61.0%+23.2pp | 68.4%+15.9pp | 67.2%+17.0pp |
| Annual return | 16.73% | 30.06%-13.3pp | 32.79%-16.1pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,932 | $1,827+60.5% | $2,976-1.5% | $2,671+9.8% |
| Participant deferral / active EE | $6,072 | $2,850+113.0% | $4,568+32.9% | $4,126+47.2% |
| Admin fee / account holder | $2,504 | $4,096-38.9% | $6,427-61.0% | $5,651-55.7% |