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 | $77,504 | $65,364+18.6% | $92,909-16.6% | $72,975+6.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.09% | 42.11%-22.0pp | 109.44%-89.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $4,134 | $2,594+59.3% | $3,653+13.1% | $2,440+69.4% |
| Participant deferral / active EE | $3,448 | $3,128+10.2% | $4,238-18.6% | $3,608-4.4% |
| Admin fee / account holder | $1,173 | $4,251-72.4% | $5,795-79.8% | $5,124-77.1% |