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 | $180,213 | $72,012+150.3% | $185,827-3.0% | $79,858+125.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 15.20% | 23.12%-7.9pp | 35.96%-20.8pp | 31.72%-16.5pp |
| Employer contribution / active EE | $2,543 | $1,965+29.5% | $4,087-37.8% | $2,471+2.9% |
| Participant deferral / active EE | $8,596 | $3,779+127.5% | $5,633+52.6% | $3,740+129.8% |
| Admin fee / account holder | $2,320 | $4,513-48.6% | $9,502-75.6% | $5,306-56.3% |