Filed March 22, 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 | $124,819 | $178,174-29.9% | $156,181-20.1% | $137,256-9.1% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 18.77% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,817 | $4,972-63.5% | $4,294-57.7% | $4,156-56.3% |
| Participant deferral / active EE | $2,074 | $6,888-69.9% | $6,132-66.2% | $6,407-67.6% |
| Admin fee / account holder | $1,234 | $17,404-92.9% | $14,586-91.5% | $12,270-89.9% |