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 | $227,291-39.7% | $214,702-36.1% | $155,188-11.7% |
| Participation rate | 91.7% | 88.0%+3.7pp | 87.5%+4.2pp | 80.8%+10.9pp |
| Annual return | 17.48% | 60.08%-42.6pp | 54.55%-37.1pp | 148.84%-131.4pp |
| Employer contribution / active EE | $3,612 | $6,772-46.7% | $6,461-44.1% | $4,248-15.0% |
| Participant deferral / active EE | $12,671 | $9,582+32.2% | $9,147+38.5% | $6,531+94.0% |
| Admin fee / account holder | $3,215 | $20,413-84.3% | $19,830-83.8% | $14,480-77.8% |