Filed December 5, 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 | $81,594 | $65,364+24.8% | $92,909-12.2% | $72,975+11.8% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 22.05% | 42.11%-20.1pp | 109.44%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $4,171 | $2,594+60.8% | $3,653+14.2% | $2,440+70.9% |
| Participant deferral / active EE | $1,816 | $3,128-41.9% | $4,238-57.1% | $3,608-49.7% |
| Admin fee / account holder | $3,418 | $4,251-19.6% | $5,795-41.0% | $5,124-33.3% |