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 | $61,710 | $57,352+7.6% | $83,831-26.4% | $64,173-3.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.68% | 11.38%-17.1pp | 850.99%-856.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,764 | $2,546+47.9% | $3,631+3.6% | $2,381+58.1% |
| Participant deferral / active EE | $3,412 | $2,993+14.0% | $4,082-16.4% | $3,470-1.7% |
| Admin fee / account holder | $6,566 | $4,046+62.3% | $5,479+19.9% | $4,887+34.4% |