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 | $81,276+46.3% | $155,574-23.6% | $80,925+46.9% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.0pp | 67.7%+13.6pp |
| Annual return | 12.60% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $8,992 | $3,103+189.8% | $4,676+92.3% | $2,756+226.3% |
| Participant deferral / active EE | $7,570 | $3,453+119.2% | $5,629+34.5% | $4,299+76.1% |
| Admin fee / account holder | $4,331 | $7,993-45.8% | $15,914-72.8% | $6,940-37.6% |