Filed December 13, 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 | $185,967 | $117,829+57.8% | $102,423+81.6% | $145,877+27.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.58% | 31.83%-21.3pp | 29.42%-18.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $14,532 | $3,615+302.0% | $3,023+380.7% | $4,663+211.7% |
| Participant deferral / active EE | $8,264 | $5,732+44.2% | $5,054+63.5% | $6,691+23.5% |
| Admin fee / account holder | $7,562 | $13,335-43.3% | $9,455-20.0% | $13,402-43.6% |