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 | $33,803 | $49,255-31.4% | $70,494-52.0% | $79,856-57.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.66% | 30.10%-23.4pp | 109.16%-102.5pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,046 | $2,100-50.2% | $2,738-61.8% | $2,471-57.7% |
| Participant deferral / active EE | $3,524 | $2,768+27.3% | $3,711-5.0% | $3,741-5.8% |
| Admin fee / account holder | $9,386 | $2,879+226.0% | $3,848+143.9% | $5,306+76.9% |