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 | $200,444 | $106,247+88.7% | $96,515+107.7% | $139,466+43.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.18% | 38.47%-24.3pp | 35.73%-21.5pp | 373.66%-359.5pp |
| Employer contribution / active EE | $10,577 | $4,106+157.6% | $3,740+182.8% | $4,754+122.5% |
| Participant deferral / active EE | $14,121 | $5,456+158.8% | $4,880+189.4% | $6,712+110.4% |
| Admin fee / account holder | $7,563 | $7,885-4.1% | $6,735+12.3% | $11,409-33.7% |