Filed December 19, 2016
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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 | $118,917 | $81,358+46.2% | $155,556-23.6% | $80,959+46.9% |
| Participation rate | 81.3% | 66.3%+15.0pp | 78.2%+3.0pp | 67.7%+13.6pp |
| Annual return | 12.60% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $8,992 | $3,106+189.5% | $4,675+92.3% | $2,757+226.1% |
| Participant deferral / active EE | $7,570 | $3,455+119.1% | $5,631+34.4% | $4,300+76.0% |
| Admin fee / account holder | $4,331 | $7,994-45.8% | $15,885-72.7% | $6,925-37.5% |