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 | $93,345+18.4% | $119,126-7.2% | $87,485+26.3% |
| Participation rate | 97.4% | 68.7%+28.7pp | 75.8%+21.7pp | 68.9%+28.5pp |
| Annual return | 12.84% | 19.08%-6.2pp | 282.11%-269.3pp | 26.06%-13.2pp |
| Employer contribution / active EE | $6,119 | $3,172+92.9% | $4,034+51.7% | $2,596+135.7% |
| Participant deferral / active EE | $5,752 | $4,099+40.3% | $5,318+8.2% | $4,274+34.6% |
| Admin fee / account holder | $5,716 | $8,039-28.9% | $10,693-46.5% | $7,775-26.5% |