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 | $153,046 | $115,814+32.1% | $101,275+51.1% | $158,982-3.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.26% | 56.16%-43.9pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $13,263 | $4,176+217.6% | $3,660+262.4% | $4,763+178.5% |
| Participant deferral / active EE | $11,499 | $4,958+131.9% | $4,371+163.1% | $5,983+92.2% |
| Admin fee / account holder | $2,081 | $7,249-71.3% | $5,948-65.0% | $11,252-81.5% |