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 | $72,868 | $68,097+7.0% | $62,929+15.8% | $137,256-46.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.48% | 1859.11%-1843.6pp | 1063.93%-1048.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,417 | $2,811+57.1% | $2,505+76.3% | $4,156+6.3% |
| Participant deferral / active EE | $7,117 | $4,553+56.3% | $3,888+83.0% | $6,407+11.1% |
| Admin fee / account holder | $7,478 | $6,521+14.7% | $5,065+47.7% | $12,270-39.1% |