Filed January 8, 2018
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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 | $32,134 | $81,331-60.5% | $155,534-79.3% | $80,935-60.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.48% | 33.37%-19.9pp | 64.92%-51.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,541 | $3,105-18.2% | $4,675-45.6% | $2,757-7.8% |
| Participant deferral / active EE | $5,094 | $3,454+47.5% | $5,630-9.5% | $4,299+18.5% |
| Admin fee / account holder | $4,372 | $7,999-45.3% | $15,900-72.5% | $6,924-36.9% |