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 | $57,057+295.8% | $85,009+165.7% | $80,874+179.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 23.11% | 21.66%+1.4pp | 66.47%-43.4pp | 35.62%-12.5pp |
| Employer contribution / active EE | $15,588 | $1,799+766.6% | $2,728+471.3% | $2,756+465.7% |
| Participant deferral / active EE | $17,050 | $3,112+447.9% | $4,522+277.1% | $4,297+296.8% |
| Admin fee / account holder | $594 | $4,986-88.1% | $6,153-90.3% | $6,935-91.4% |