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 | $53,408 | $72,273-26.1% | $101,275-47.3% | $79,856-33.1% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 13.85% | 22.30%-8.4pp | 46.48%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,945 | $2,691+9.4% | $3,660-19.5% | $2,471+19.2% |
| Participant deferral / active EE | $8,155 | $3,282+148.5% | $4,371+86.6% | $3,741+118.0% |
| Admin fee / account holder | $10,219 | $4,401+132.2% | $5,948+71.8% | $5,306+92.6% |