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 | $49,058 | $84,518-42.0% | $67,704-27.5% | $125,389-60.9% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | -2.42% | 2.57%-5.0pp | 25.41%-27.8pp | 282.24%-284.7pp |
| Employer contribution / active EE | $5,277 | $3,292+60.3% | $2,559+106.2% | $4,866+8.4% |
| Participant deferral / active EE | $9,918 | $4,430+123.9% | $3,585+176.6% | $5,352+85.3% |
| Admin fee / account holder | $6,323 | $5,340+18.4% | $4,255+48.6% | $9,541-33.7% |