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 | $31,722 | $103,392-69.3% | $87,104-63.6% | $152,897-79.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.13% | 28.10%-10.0pp | 28.19%-10.1pp | 345.43%-327.3pp |
| Employer contribution / active EE | $8,476 | $3,221+163.2% | $2,521+236.2% | $4,764+77.9% |
| Participant deferral / active EE | $5,013 | $4,778+4.9% | $4,048+23.8% | $5,851-14.3% |
| Admin fee / account holder | $958 | $12,194-92.1% | $7,491-87.2% | $11,599-91.7% |