Filed November 17, 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 | $87,287 | $88,672-1.6% | $105,223-17.0% | $82,448+5.9% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 23.53% | 30.86%-7.3pp | 180.65%-157.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,877 | $3,048-5.6% | $3,689-22.0% | $2,551+12.8% |
| Participant deferral / active EE | $6,806 | $4,036+68.6% | $5,072+34.2% | $4,139+64.4% |
| Admin fee / account holder | $2,004 | $7,146-72.0% | $8,859-77.4% | $7,234-72.3% |