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 | $74,225 | $64,719+14.7% | $112,249-33.9% | $68,486+8.4% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -16.88% | -11.40%-5.5pp | 27.48%-44.4pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,618 | $2,747+31.7% | $3,636-0.5% | $2,597+39.3% |
| Participant deferral / active EE | $8,358 | $3,565+134.4% | $4,729+76.7% | $4,028+107.5% |
| Admin fee / account holder | $9,192 | $5,232+75.7% | $6,412+43.3% | $5,404+70.1% |