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 | $173,259 | $91,439+89.5% | $135,974+27.4% | $71,511+142.3% |
| Participation rate | 83.3% | 75.7%+7.7pp | 81.9%+1.4pp | 67.9%+15.4pp |
| Annual return | 71.23% | 29.90%+41.3pp | 68.30%+2.9pp | 28.86%+42.4pp |
| Employer contribution / active EE | $3,017 | $3,705-18.6% | $4,859-37.9% | $2,589+16.5% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,583 | $1,267+24.9% | $10,767-85.3% | $1,588-0.4% |