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 | $196,918 | $124,330+58.4% | $109,173+80.4% | $167,536+17.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.47% | 26.04%-11.6pp | 25.75%-11.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $10,004 | $4,209+137.7% | $3,723+168.7% | $4,839+106.7% |
| Participant deferral / active EE | $10,193 | $5,256+93.9% | $4,654+119.0% | $6,342+60.7% |
| Admin fee / account holder | $56,123 | $7,974+603.8% | $6,755+730.8% | $12,315+355.7% |