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 | $172,993 | $133,981+29.1% | $112,249+54.1% | $134,532+28.6% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -14.56% | 47.16%-61.7pp | 27.48%-42.0pp | 418.27%-432.8pp |
| Employer contribution / active EE | $11,262 | $4,040+178.8% | $3,636+209.7% | $4,741+137.5% |
| Participant deferral / active EE | $11,174 | $5,292+111.2% | $4,729+136.3% | $6,401+74.6% |
| Admin fee / account holder | $5,752 | $7,492-23.2% | $6,412-10.3% | $11,429-49.7% |