Filed December 19, 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 | $63,033 | $106,864-41.0% | $147,318-57.2% | $82,637-23.7% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 16.78% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $3,319 | $3,417-2.9% | $4,593-27.7% | $2,552+30.1% |
| Participant deferral / active EE | $7,756 | $6,496+19.4% | $7,906-1.9% | $4,126+88.0% |
| Admin fee / account holder | $39,354 | $8,415+367.7% | $13,708+187.1% | $7,339+436.3% |