Filed January 27, 2017
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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 | $219,010 | $144,130+52.0% | $117,861+85.8% | $147,586+48.4% |
| Participation rate | 95.0% | 83.4%+11.6pp | 79.7%+15.3pp | 82.8%+12.2pp |
| Annual return | 18.72% | 531.20%-512.5pp | 335.11%-316.4pp | 578.59%-559.9pp |
| Employer contribution / active EE | $3,920 | $4,897-19.9% | $3,786+3.5% | $4,876-19.6% |
| Participant deferral / active EE | $8,395 | $5,316+57.9% | $4,482+87.3% | $5,439+54.3% |
| Admin fee / account holder | $4,902 | $10,887-55.0% | $8,021-38.9% | $10,886-55.0% |