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 | $97,285 | $73,955+31.5% | $96,520+0.8% | $75,181+29.4% |
| Participation rate | 83.1% | 66.4%+16.7pp | 74.3%+8.8pp | 67.2%+15.9pp |
| Annual return | 17.73% | 26.72%-9.0pp | 35.72%-18.0pp | 160.69%-143.0pp |
| Employer contribution / active EE | $3,561 | $2,930+21.5% | $3,739-4.7% | $2,671+33.4% |
| Participant deferral / active EE | $8,772 | $3,659+139.7% | $4,879+79.8% | $4,126+112.6% |
| Admin fee / account holder | $4,641 | $5,217-11.0% | $6,733-31.1% | $5,650-17.9% |