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 | $81,233+46.4% | $155,567-23.6% | $80,874+47.0% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 12.60% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $8,992 | $3,101+190.0% | $4,674+92.4% | $2,756+226.3% |
| Participant deferral / active EE | $7,570 | $3,452+119.3% | $5,628+34.5% | $4,297+76.2% |
| Admin fee / account holder | $4,331 | $7,998-45.9% | $15,916-72.8% | $6,935-37.6% |