Filed July 28, 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 | $225,844 | $57,140+295.2% | $85,240+165.0% | $80,959+179.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 23.11% | 21.71%+1.4pp | 66.75%-43.6pp | 35.67%-12.6pp |
| Employer contribution / active EE | $15,588 | $1,802+765.1% | $2,735+469.9% | $2,757+465.3% |
| Participant deferral / active EE | $17,050 | $3,115+447.3% | $4,527+276.6% | $4,300+296.5% |
| Admin fee / account holder | $594 | $4,992-88.1% | $6,165-90.4% | $6,925-91.4% |