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 | $113,155 | $78,423+44.3% | $95,964+17.9% | $79,856+41.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.09% | 19.37%-9.3pp | 91.64%-81.6pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,263 | $1,945+16.3% | $2,541-10.9% | $2,471-8.4% |
| Participant deferral / active EE | $3,786 | $3,440+10.0% | $4,167-9.1% | $3,741+1.2% |
| Admin fee / account holder | $738 | $5,622-86.9% | $6,797-89.1% | $5,306-86.1% |