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 | $35,506 | $185,905-80.9% | $170,057-79.1% | $139,487-74.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 11.72% | 60.56%-48.8pp | 53.42%-41.7pp | 373.84%-362.1pp |
| Employer contribution / active EE | $1,658 | $7,597-78.2% | $6,790-75.6% | $4,755-65.1% |
| Participant deferral / active EE | $4,205 | $11,627-63.8% | $10,411-59.6% | $6,713-37.4% |
| Admin fee / account holder | $18,167 | $15,397+18.0% | $12,826+41.6% | $11,407+59.3% |