Filed February 20, 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 | $22,215 | $63,346-64.9% | $92,240-75.9% | $70,126-68.3% |
| Participation rate | 74.3% | 68.7%+5.6pp | 76.5%-2.2pp | 69.5%+4.7pp |
| Annual return | 15.48% | 530.19%-514.7pp | 176.29%-160.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,182 | $2,471-52.2% | $3,680-67.9% | $2,343-49.5% |
| Participant deferral / active EE | $3,561 | $2,854+24.8% | $3,897-8.6% | $3,332+6.9% |
| Admin fee / account holder | $6,044 | $3,841+57.4% | $5,194+16.4% | $4,645+30.1% |