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 | $105,284+4.9% | $150,734-26.7% | $94,015+17.5% |
| Participation rate | 97.4% | 71.7%+25.7pp | 78.4%+19.0pp | 70.8%+26.6pp |
| Annual return | 12.84% | 15.67%-2.8pp | 600.81%-588.0pp | 17.84%-5.0pp |
| Employer contribution / active EE | $6,119 | $3,599+70.0% | $4,918+24.4% | $2,790+119.3% |
| Participant deferral / active EE | $5,752 | $4,274+34.6% | $5,610+2.5% | $4,249+35.4% |
| Admin fee / account holder | $5,716 | $9,839-41.9% | $14,905-61.7% | $8,951-36.1% |