Filed April 27, 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 | $104,782 | $181,896-42.4% | $156,551-33.1% | $273,972-61.8% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 9.56% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $5,833 | $6,248-6.6% | $5,501+6.0% | $4,869+19.8% |
| Participant deferral / active EE | $11,012 | $5,550+98.4% | $4,871+126.1% | $5,287+108.3% |
| Admin fee / account holder | $5,841 | $15,560-62.5% | $13,028-55.2% | $10,133-42.4% |