Filed December 27, 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 | $112,450 | $86,919+29.4% | $102,457+9.8% | $80,911+39.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.41% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $3,526 | $2,368+48.9% | $3,022+16.7% | $2,756+27.9% |
| Participant deferral / active EE | $8,975 | $4,119+117.9% | $5,054+77.6% | $4,297+108.9% |
| Admin fee / account holder | $2,294 | $8,049-71.5% | $9,451-75.7% | $6,935-66.9% |