Filed June 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 | $21,798 | $95,188-77.1% | $76,518-71.5% | $135,379-83.9% |
| Participation rate | 95.0% | 74.4%+20.6pp | 68.0%+27.0pp | 82.6%+12.4pp |
| Annual return | 3.78% | 4.85%-1.1pp | -0.27%+4.0pp | 519.79%-516.0pp |
| Employer contribution / active EE | $7,147 | $3,303+116.4% | $2,647+170.0% | $4,779+49.5% |
| Participant deferral / active EE | $1,190 | $4,640-74.3% | $3,836-69.0% | $5,609-78.8% |
| Admin fee / account holder | $985 | $6,249-84.2% | $4,849-79.7% | $10,828-90.9% |