Filed February 7, 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 | $120,845 | $106,008+14.0% | $92,240+31.0% | $147,586-18.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.96% | 50.05%-31.1pp | 176.29%-157.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $16,978 | $4,333+291.8% | $3,680+361.4% | $4,876+248.2% |
| Participant deferral / active EE | $11,241 | $4,478+151.0% | $3,897+188.5% | $5,439+106.7% |
| Admin fee / account holder | $500 | $6,333-92.1% | $5,194-90.4% | $10,886-95.4% |