Filed April 19, 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 | $165,447 | $98,776+67.5% | $149,745+10.5% | $79,856+107.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 41.48% | 27.38%+14.1pp | 276.72%-235.2pp | 31.71%+9.8pp |
| Employer contribution / active EE | $3,718 | $3,217+15.6% | $4,646-20.0% | $2,471+50.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,027 | $6,053-83.0% | $9,312-89.0% | $5,306-80.6% |