Filed December 22, 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 | $79,333 | $95,453-16.9% | $112,040-29.2% | $82,448-3.8% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.5%+4.2pp | 68.1%+12.6pp |
| Annual return | 12.96% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,186 | $2,318-5.7% | $2,954-26.0% | $2,551-14.3% |
| Participant deferral / active EE | $4,157 | $4,224-1.6% | $5,098-18.5% | $4,139+0.4% |
| Admin fee / account holder | $2,813 | $9,013-68.8% | $12,098-76.7% | $7,234-61.1% |