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 | $64,245 | $96,361-33.3% | $80,607-20.3% | $139,456-53.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.06% | 1350.95%-1339.9pp | 936.11%-925.0pp | 373.45%-362.4pp |
| Employer contribution / active EE | $8,940 | $3,262+174.0% | $2,724+228.2% | $4,753+88.1% |
| Participant deferral / active EE | $1,699 | $5,232-67.5% | $4,448-61.8% | $6,711-74.7% |
| Admin fee / account holder | $2,280 | $6,601-65.5% | $5,379-57.6% | $11,407-80.0% |