Filed May 1, 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 | $151,258 | $81,262+86.1% | $155,602-2.8% | $80,911+86.9% |
| Participation rate | 80.6% | 66.2%+14.3pp | 78.2%+2.4pp | 67.6%+12.9pp |
| Annual return | 14.58% | 33.34%-18.8pp | 64.81%-50.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $8,004 | $3,102+158.0% | $4,675+71.2% | $2,756+190.4% |
| Participant deferral / active EE | $6,213 | $3,451+80.0% | $5,629+10.4% | $4,297+44.6% |
| Admin fee / account holder | $2,087 | $7,992-73.9% | $15,923-86.9% | $6,935-69.9% |