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 | $49,654 | $78,682-36.9% | $109,188-54.5% | $85,851-42.2% |
| Participation rate | 83.3% | 68.3%+15.1pp | 75.9%+7.5pp | 69.3%+14.0pp |
| Annual return | 30.12% | 25.09%+5.0pp | 25.76%+4.4pp | 318.63%-288.5pp |
| Employer contribution / active EE | $2,580 | $2,734-5.6% | $3,723-30.7% | $2,565+0.6% |
| Participant deferral / active EE | $7,571 | $3,468+118.3% | $4,654+62.7% | $3,952+91.5% |
| Admin fee / account holder | $16,484 | $5,470+201.4% | $6,755+144.0% | $6,261+163.3% |