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 | $46,071 | $227,291-79.7% | $214,702-78.5% | $155,188-70.3% |
| Participation rate | 88.2% | 88.0%+0.3pp | 87.5%+0.8pp | 80.8%+7.4pp |
| Annual return | 15.99% | 60.08%-44.1pp | 54.55%-38.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,711 | $6,772-74.7% | $6,461-73.5% | $4,248-59.7% |
| Participant deferral / active EE | $4,639 | $9,582-51.6% | $9,147-49.3% | $6,531-29.0% |
| Admin fee / account holder | $443 | $20,413-97.8% | $19,830-97.8% | $14,480-96.9% |