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 | $33,753 | $65,712-48.6% | $57,196-41.0% | $273,972-87.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.73% | 22.01%-13.3pp | 14.59%-5.9pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,195 | $3,280-63.6% | $2,683-55.5% | $4,869-75.5% |
| Participant deferral / active EE | $3,167 | $3,782-16.3% | $3,096+2.3% | $5,287-40.1% |
| Admin fee / account holder | $1,553 | $4,838-67.9% | $3,141-50.5% | $10,133-84.7% |