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 | $158,205 | $62,672+152.4% | $185,117-14.5% | $70,126+125.6% |
| Participation rate | 98.0% | 63.8%+34.3pp | 77.3%+20.8pp | 69.5%+28.5pp |
| Annual return | 16.66% | 40.79%-24.1pp | 40.50%-23.8pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,881 | $1,753+7.3% | $4,182-55.0% | $2,343-19.7% |
| Participant deferral / active EE | $8,530 | $3,272+160.7% | $5,045+69.1% | $3,332+156.0% |
| Admin fee / account holder | $21,352 | $3,932+443.1% | $8,159+161.7% | $4,645+359.6% |