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 | $86,940+29.3% | $102,434+9.8% | $80,935+38.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.41% | 18.89%-5.5pp | 29.46%-16.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $3,526 | $2,370+48.8% | $3,023+16.6% | $2,757+27.9% |
| Participant deferral / active EE | $8,975 | $4,121+117.8% | $5,055+77.5% | $4,299+108.7% |
| Admin fee / account holder | $2,294 | $8,047-71.5% | $9,462-75.8% | $6,924-66.9% |