Filed February 20, 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 | $59,355 | $138,393-57.1% | $184,256-67.8% | $80,959-26.7% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.7%+24.3pp |
| Annual return | 16.00% | 20.01%-4.0pp | 28.85%-12.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $4,650 | $4,847-4.1% | $6,427-27.7% | $2,757+68.6% |
| Participant deferral / active EE | $6,069 | $7,076-14.2% | $9,133-33.5% | $4,300+41.1% |
| Admin fee / account holder | $3,758 | $10,489-64.2% | $13,899-73.0% | $6,925-45.7% |