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 | $226,999 | $152,612+48.7% | $125,192+81.3% | $152,897+48.5% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.5%+13.2pp |
| Annual return | 14.87% | 54.85%-40.0pp | 43.79%-28.9pp | 345.43%-330.6pp |
| Employer contribution / active EE | $3,464 | $4,947-30.0% | $3,866-10.4% | $4,764-27.3% |
| Participant deferral / active EE | $10,190 | $5,868+73.6% | $4,937+106.4% | $5,851+74.1% |
| Admin fee / account holder | $36,500 | $13,437+171.6% | $9,704+276.1% | $11,599+214.7% |