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 | $193,629 | $73,978+161.7% | $96,515+100.6% | $75,173+157.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.60% | 26.72%-9.1pp | 35.73%-18.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $6,154 | $2,931+110.0% | $3,740+64.6% | $2,671+130.4% |
| Participant deferral / active EE | $3,415 | $3,660-6.7% | $4,880-30.0% | $4,126-17.2% |
| Admin fee / account holder | $6,780 | $5,219+29.9% | $6,735+0.7% | $5,651+20.0% |