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 | $117,895+57.7% | $102,460+81.5% | $145,897+27.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.58% | 31.92%-21.3pp | 29.47%-18.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $14,532 | $3,619+301.6% | $3,025+380.4% | $4,663+211.7% |
| Participant deferral / active EE | $8,264 | $5,736+44.1% | $5,056+63.5% | $6,689+23.5% |
| Admin fee / account holder | $7,562 | $13,353-43.4% | $9,460-20.1% | $13,390-43.5% |