Filed July 24, 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 | $101,608 | $80,748+25.8% | $102,383-0.8% | $74,429+36.5% |
| Participation rate | 87.0% | 65.7%+21.3pp | 74.5%+12.5pp | 67.2%+19.8pp |
| Annual return | 16.47% | 27.57%-11.1pp | 24.94%-8.5pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $4,217 | $3,159+33.5% | $3,870+9.0% | $2,625+60.7% |
| Participant deferral / active EE | $9,792 | $3,861+153.6% | $5,060+93.5% | $4,348+125.2% |
| Admin fee / account holder | $10,652 | $2,371+349.3% | $8,391+26.9% | $1,944+447.8% |