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 | $99,345 | $71,873+38.2% | $86,698+14.6% | $68,490+45.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.94% | 3.54%-16.5pp | 35.96%-48.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,619 | $2,173+20.5% | $2,837-7.7% | $2,597+0.9% |
| Participant deferral / active EE | $4,000 | $3,779+5.8% | $4,656-14.1% | $4,028-0.7% |
| Admin fee / account holder | $9,234 | $6,110+51.1% | $7,492+23.3% | $5,403+70.9% |