Filed August 21, 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 | $63,226 | $60,349+4.8% | $74,184-14.8% | $62,881+0.5% |
| Participation rate | 89.3% | 72.7%+16.6pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | 11.98% | 21.38%-9.4pp | 17.74%-5.8pp | 20.14%-8.2pp |
| Employer contribution / active EE | $2,265 | $1,680+34.8% | $2,370-4.4% | $2,281-0.7% |
| Participant deferral / active EE | $2,595 | $2,856-9.2% | $3,550-26.9% | $3,203-19.0% |
| Admin fee / account holder | $9,337 | $4,261+119.1% | $5,586+67.2% | $4,296+117.4% |