Filed April 27, 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 | $150,561 | $202,342-25.6% | $172,753-12.8% | $152,909-1.5% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 26.85% | 1029.88%-1003.0pp | 803.00%-776.2pp | 345.46%-318.6pp |
| Employer contribution / active EE | $6,080 | $5,857+3.8% | $5,144+18.2% | $4,764+27.6% |
| Participant deferral / active EE | $9,518 | $5,948+60.0% | $5,198+83.1% | $5,851+62.7% |
| Admin fee / account holder | $1,855 | $17,112-89.2% | $13,956-86.7% | $11,601-84.0% |