Filed November 2, 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 | $145,589 | $78,027+86.6% | $178,528-18.5% | $80,925+79.9% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.5pp | 67.7%+28.9pp |
| Annual return | 13.34% | 18.09%-4.8pp | 27.11%-13.8pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,278 | $2,281-0.2% | $3,950-42.3% | $2,756-17.4% |
| Participant deferral / active EE | $6,744 | $4,408+53.0% | $6,278+7.4% | $4,299+56.9% |
| Admin fee / account holder | $10,851 | $7,168+51.4% | $10,419+4.1% | $6,940+56.4% |