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 | $77,962+86.7% | $178,540-18.5% | $80,935+79.9% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.4pp | 67.7%+28.9pp |
| Annual return | 13.34% | 18.10%-4.8pp | 27.15%-13.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,278 | $2,280-0.1% | $3,953-42.4% | $2,757-17.4% |
| Participant deferral / active EE | $6,744 | $4,404+53.1% | $6,281+7.4% | $4,299+56.9% |
| Admin fee / account holder | $10,851 | $7,156+51.6% | $10,424+4.1% | $6,924+56.7% |