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 | $166,238 | $56,054+196.6% | $171,082-2.8% | $62,881+164.4% |
| Participation rate | 92.5% | 62.9%+29.6pp | 76.7%+15.8pp | 69.3%+23.2pp |
| Annual return | 9.34% | 22.52%-13.2pp | 32.56%-23.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,516 | $1,731-12.4% | $4,002-62.1% | $2,281-33.6% |
| Participant deferral / active EE | $10,596 | $3,158+235.5% | $4,797+120.9% | $3,203+230.8% |
| Admin fee / account holder | $10,643 | $3,647+191.8% | $8,520+24.9% | $4,296+147.8% |