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 | $53,750 | $171,867-68.7% | $149,718-64.1% | $147,585-63.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.70%-1501.7pp | 578.57%-578.6pp |
| Employer contribution / active EE | $2,528 | $6,275-59.7% | $5,444-53.6% | $4,876-48.2% |
| Participant deferral / active EE | $8,239 | $7,270+13.3% | $6,568+25.4% | $5,439+51.5% |
| Admin fee / account holder | $7,312 | $13,799-47.0% | $11,283-35.2% | $10,885-32.8% |