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 | $36,182 | $67,602-46.5% | $82,312-56.0% | $70,126-48.4% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 146.26% | 21.57%+124.7pp | 25.88%+120.4pp | 73.15%+73.1pp |
| Employer contribution / active EE | $7,694 | $1,755+338.4% | $2,428+216.8% | $2,343+228.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,551 | $4,512-65.6% | $5,608-72.3% | $4,645-66.6% |