Filed October 23, 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 | $131,957 | $95,453+38.2% | $112,040+17.8% | $82,448+60.0% |
| Participation rate | 86.3% | 72.8%+13.5pp | 76.5%+9.8pp | 68.1%+18.2pp |
| Annual return | 38.03% | 23.92%+14.1pp | 24.52%+13.5pp | 41.64%-3.6pp |
| Employer contribution / active EE | $12,793 | $2,318+451.9% | $2,954+333.1% | $2,551+401.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,433 | $9,013-17.5% | $12,098-38.6% | $7,234+2.7% |