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 | $82,987 | $64,719+28.2% | $112,249-26.1% | $68,486+21.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.64% | -11.40%-4.2pp | 27.48%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $5,176 | $2,747+88.4% | $3,636+42.3% | $2,597+99.3% |
| Participant deferral / active EE | $4,103 | $3,565+15.1% | $4,729-13.2% | $4,028+1.9% |
| Admin fee / account holder | $1,182 | $5,232-77.4% | $6,412-81.6% | $5,404-78.1% |