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 | $176,854 | $54,757+223.0% | $90,304+95.8% | $72,975+142.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.09% | 30.63%-10.5pp | 78.13%-58.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $17,122 | $2,093+718.0% | $2,855+499.7% | $2,440+601.7% |
| Participant deferral / active EE | $11,241 | $2,887+289.4% | $3,885+189.3% | $3,608+211.6% |
| Admin fee / account holder | $71,694 | $3,973+1704.5% | $5,354+1239.1% | $5,124+1299.2% |