Filed April 3, 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 | $39,426 | $167,533-76.5% | $151,645-74.0% | $134,545-70.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.68% | 7.81%-22.5pp | 3.34%-18.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,659 | $6,828-75.7% | $6,165-73.1% | $4,742-65.0% |
| Participant deferral / active EE | $4,746 | $8,985-47.2% | $8,363-43.2% | $6,401-25.9% |
| Admin fee / account holder | $4,057 | $13,781-70.6% | $11,614-65.1% | $11,431-64.5% |