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 | $86,384 | $72,273+19.5% | $101,275-14.7% | $79,856+8.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.47% | 22.30%-8.8pp | 46.48%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,891 | $2,691+81.8% | $3,660+33.6% | $2,471+97.9% |
| Participant deferral / active EE | $3,590 | $3,282+9.4% | $4,371-17.9% | $3,741-4.0% |
| Admin fee / account holder | $4,167 | $4,401-5.3% | $5,948-29.9% | $5,306-21.5% |