Filed April 21, 2017
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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 | $164,426 | $49,976+229.0% | $66,674+146.6% | $82,637+99.0% |
| Participation rate | 77.4% | 63.1%+14.3pp | 73.7%+3.7pp | 68.1%+9.4pp |
| Annual return | 16.15% | 39.09%-22.9pp | 321.24%-305.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $5,626 | $1,988+183.0% | $2,620+114.7% | $2,552+120.4% |
| Participant deferral / active EE | $5,194 | $2,847+82.5% | $4,084+27.2% | $4,126+25.9% |
| Admin fee / account holder | $2,536 | $4,594-44.8% | $5,098-50.3% | $7,339-65.5% |