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 | $89,259+23.8% | $107,187+3.1% | $82,637+33.7% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 12.84% | 21.02%-8.2pp | 204.55%-191.7pp | 53.51%-40.7pp |
| Employer contribution / active EE | $6,119 | $3,080+98.7% | $3,782+61.8% | $2,552+139.7% |
| Participant deferral / active EE | $5,752 | $4,037+42.5% | $5,096+12.9% | $4,126+39.4% |
| Admin fee / account holder | $5,716 | $7,381-22.6% | $9,162-37.6% | $7,339-22.1% |