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 | $142,289 | $110,212+29.1% | $96,534+47.4% | $139,466+2.0% |
| Participation rate | 95.5% | 78.1%+17.3pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 15.47% | 26.42%-11.0pp | 25.88%-10.4pp | 373.66%-358.2pp |
| Employer contribution / active EE | $12,452 | $3,620+244.0% | $2,965+319.9% | $4,754+161.9% |
| Participant deferral / active EE | $7,164 | $5,547+29.1% | $4,851+47.7% | $6,712+6.7% |
| Admin fee / account holder | $3,152 | $11,599-72.8% | $8,253-61.8% | $11,409-72.4% |