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 | $141,429 | $71,873+96.8% | $86,698+63.1% | $68,490+106.5% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | 0.69% | 3.54%-2.8pp | 35.96%-35.3pp | -7.85%+8.5pp |
| Employer contribution / active EE | $11,530 | $2,173+430.5% | $2,837+306.5% | $2,597+344.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,333 | $6,110+3.6% | $7,492-15.5% | $5,403+17.2% |