Filed December 28, 2016
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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 | $137,093 | $212,386-35.5% | $199,883-31.4% | $138,895-1.3% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 17.48% | 47.75%-30.3pp | 43.81%-26.3pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,612 | $6,625-45.5% | $6,261-42.3% | $4,194-13.9% |
| Participant deferral / active EE | $12,671 | $9,617+31.8% | $9,138+38.7% | $6,396+98.1% |
| Admin fee / account holder | $3,215 | $18,233-82.4% | $17,268-81.4% | $12,562-74.4% |