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 | $138,385-57.1% | $184,200-67.8% | $80,874-26.6% |
| Participation rate | 91.9% | 83.9%+8.1pp | 86.8%+5.1pp | 67.6%+24.3pp |
| Annual return | 16.00% | 20.02%-4.0pp | 28.80%-12.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $4,650 | $4,849-4.1% | $6,424-27.6% | $2,756+68.7% |
| Participant deferral / active EE | $6,069 | $7,073-14.2% | $9,132-33.5% | $4,297+41.2% |
| Admin fee / account holder | $3,758 | $10,483-64.2% | $13,907-73.0% | $6,935-45.8% |