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 | $46,314 | $125,797-63.2% | $170,043-72.8% | $75,173-38.4% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 30.05% | 27.20%+2.9pp | 53.40%-23.4pp | 160.72%-130.7pp |
| Employer contribution / active EE | $3,587 | $4,616-22.3% | $6,790-47.2% | $2,671+34.3% |
| Participant deferral / active EE | $5,034 | $6,838-26.4% | $10,410-51.6% | $4,126+22.0% |
| Admin fee / account holder | $3,661 | $8,177-55.2% | $12,824-71.5% | $5,651-35.2% |