Filed March 13, 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 | $163,654 | $57,590+184.2% | $86,233+89.8% | $82,448+98.5% |
| Participation rate | 95.8% | 57.9%+37.9pp | 69.0%+26.8pp | 68.1%+27.7pp |
| Annual return | 17.68% | 22.41%-4.7pp | 61.39%-43.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $7,081 | $1,655+327.8% | $2,504+182.8% | $2,551+177.6% |
| Participant deferral / active EE | $11,296 | $3,080+266.8% | $4,559+147.8% | $4,139+172.9% |
| Admin fee / account holder | $7,996 | $4,730+69.0% | $8,342-4.1% | $7,234+10.5% |