Filed December 27, 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 | $32,866 | $64,311-48.9% | $57,356-42.7% | $125,389-73.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.83% | 25.14%-27.0pp | 24.41%-26.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,087 | $3,193-65.9% | $2,689-59.6% | $4,866-77.7% |
| Participant deferral / active EE | $3,368 | $3,846-12.4% | $3,162+6.5% | $5,352-37.1% |
| Admin fee / account holder | $2,744 | $5,243-47.7% | $3,357-18.3% | $9,541-71.2% |