Filed July 28, 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 | $110,491 | $88,672+24.6% | $105,223+5.0% | $82,448+34.0% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 12.84% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $6,119 | $3,048+100.8% | $3,689+65.9% | $2,551+139.9% |
| Participant deferral / active EE | $5,752 | $4,036+42.5% | $5,072+13.4% | $4,139+39.0% |
| Admin fee / account holder | $5,716 | $7,146-20.0% | $8,859-35.5% | $7,234-21.0% |