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 | $151,825 | $57,140+165.7% | $85,240+78.1% | $80,959+87.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 17.49% | 21.71%-4.2pp | 66.75%-49.3pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,329 | $3,115+295.8% | $4,527+172.3% | $4,300+186.7% |
| Admin fee / account holder | $9,084 | $4,992+82.0% | $6,165+47.3% | $6,925+31.2% |