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 | $116,494 | $131,835-11.6% | $108,582+7.3% | $273,972-57.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.62% | -91.57%+102.2pp | -51.70%+62.3pp | 41.46%-30.8pp |
| Employer contribution / active EE | $9,245 | $4,913+88.2% | $3,758+146.0% | $4,869+89.9% |
| Participant deferral / active EE | $4,683 | $5,127-8.7% | $4,311+8.6% | $5,287-11.4% |
| Admin fee / account holder | $10,735 | $10,253+4.7% | $7,645+40.4% | $10,133+5.9% |