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 | $93,659 | $62,583+49.7% | $76,767+22.0% | $64,173+45.9% |
| Participation rate | 82.8% | 72.8%+9.9pp | 77.0%+5.8pp | 69.6%+13.2pp |
| Annual return | -4.81% | -1.95%-2.9pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,093 | $1,832+14.2% | $2,485-15.8% | $2,381-12.1% |
| Participant deferral / active EE | $3,209 | $3,145+2.0% | $3,852-16.7% | $3,470-7.5% |
| Admin fee / account holder | $2,694 | $4,667-42.3% | $6,675-59.6% | $4,887-44.9% |