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 | $167,968 | $167,353+0.4% | $143,797+16.8% | $134,545+24.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -7.13% | 0.48%-7.6pp | -0.04%-7.1pp | 418.37%-425.5pp |
| Employer contribution / active EE | $6,972 | $5,620+24.0% | $4,952+40.8% | $4,742+47.0% |
| Participant deferral / active EE | $11,885 | $6,447+84.3% | $5,638+110.8% | $6,401+85.7% |
| Admin fee / account holder | $370 | $18,096-98.0% | $14,679-97.5% | $11,431-96.8% |