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 | $106,524-40.8% | $152,301-58.6% | $87,485-27.9% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.3pp |
| Annual return | 16.78% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $3,319 | $3,371-1.5% | $4,624-28.2% | $2,596+27.8% |
| Participant deferral / active EE | $7,756 | $6,525+18.9% | $8,004-3.1% | $4,274+81.5% |
| Admin fee / account holder | $39,354 | $8,287+374.9% | $14,398+173.3% | $7,775+406.2% |