Filed November 20, 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 | $165,188 | $48,078+243.6% | $78,676+110.0% | $62,881+162.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 11.12% | 31.36%-20.2pp | 62.19%-51.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $12,648 | $2,015+527.8% | $2,850+343.8% | $2,281+454.5% |
| Participant deferral / active EE | $6,966 | $2,587+169.3% | $3,517+98.1% | $3,203+117.5% |
| Admin fee / account holder | $3,037 | $3,206-5.3% | $4,510-32.7% | $4,296-29.3% |