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 | $109,676 | $100,805+8.8% | $86,698+26.5% | $134,532-18.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.52% | 29.09%-43.6pp | 35.95%-50.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,904 | $3,490-16.8% | $2,837+2.4% | $4,741-38.8% |
| Participant deferral / active EE | $6,598 | $5,339+23.6% | $4,656+41.7% | $6,401+3.1% |
| Admin fee / account holder | $4,101 | $10,925-62.5% | $7,493-45.3% | $11,429-64.1% |