Filed September 8, 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 | $62,685 | $105,284-40.5% | $150,734-58.4% | $94,015-33.3% |
| Participation rate | 80.5% | 71.7%+8.8pp | 78.4%+2.0pp | 70.8%+9.7pp |
| Annual return | 10.38% | 15.67%-5.3pp | 600.81%-590.4pp | 17.84%-7.5pp |
| Employer contribution / active EE | $5,435 | $3,599+51.0% | $4,918+10.5% | $2,790+94.8% |
| Participant deferral / active EE | $10,591 | $4,274+147.8% | $5,610+88.8% | $4,249+149.2% |
| Admin fee / account holder | $17,753 | $9,839+80.4% | $14,905+19.1% | $8,951+98.3% |