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 | $89,675 | $154,159-41.8% | $130,026-31.0% | $139,456-35.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.69% | 32.50%-12.8pp | -137.26%+157.0pp | 373.45%-353.8pp |
| Employer contribution / active EE | $5,343 | $5,292+1.0% | $4,321+23.7% | $4,753+12.4% |
| Participant deferral / active EE | $3,263 | $6,710-51.4% | $5,821-43.9% | $6,711-51.4% |
| Admin fee / account holder | $1,237 | $14,001-91.2% | $10,608-88.3% | $11,407-89.2% |