Filed May 1, 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 | $151,258 | $81,331+86.0% | $155,534-2.7% | $80,935+86.9% |
| Participation rate | 80.6% | 66.3%+14.3pp | 78.2%+2.3pp | 67.7%+12.9pp |
| Annual return | 14.58% | 33.37%-18.8pp | 64.92%-50.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $8,004 | $3,105+157.8% | $4,675+71.2% | $2,757+190.3% |
| Participant deferral / active EE | $6,213 | $3,454+79.9% | $5,630+10.4% | $4,299+44.5% |
| Admin fee / account holder | $2,087 | $7,999-73.9% | $15,900-86.9% | $6,924-69.9% |