Filed July 6, 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 | $61,476 | $72,426-15.1% | $67,560-9.0% | $145,897-57.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.74% | 7226.78%-7213.0pp | 3533.50%-3519.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,876 | $3,074+26.1% | $2,737+41.6% | $4,663-16.9% |
| Participant deferral / active EE | $6,345 | $4,785+32.6% | $4,004+58.5% | $6,689-5.1% |
| Admin fee / account holder | $15,479 | $5,514+180.7% | $3,994+287.6% | $13,390+15.6% |