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 | $97,550-18.7% | $120,344-34.1% | $87,485-9.3% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.7%+3.9pp | 68.9%+11.7pp |
| Annual return | 12.96% | 18.41%-5.5pp | 20.30%-7.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,186 | $2,291-4.6% | $3,020-27.6% | $2,596-15.8% |
| Participant deferral / active EE | $4,157 | $4,230-1.7% | $5,135-19.0% | $4,274-2.7% |
| Admin fee / account holder | $2,813 | $9,543-70.5% | $12,742-77.9% | $7,775-63.8% |